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1 week → 2 hours

Partner integrations, discovered by an agent

It reads partner docs, drafts the open questions and runs sandbox flows end to end.

Organisation
TransFi
When
2024 - now
Areas
GenAI, Agents, Payments

Problem

Every new payment partner starts with discovery: reading their docs, working out what's missing or unclear, and proving the integration works in their sandbox. That took about a week per partner.

TODO(shubham): Why discovery mattered: how many partners, what it blocked, who did it before.

Constraints

  • The workflow runs over money data, so LLM guardrails restrict its scope and prevent exposure of secrets or other customers' data.

TODO(shubham): Other constraints: which models, where it runs, human review steps.

What I built

An AI workflow that runs partner discovery end to end.

AI partner integration workflow
  1. Partner docs
  2. Parse and map to our API
  3. Draft open questions
  4. Run sandbox flows
  5. Engineer review
  1. It reads the partner's docs and PDFs.
  2. It generates integration-specific questions for the partner.
  3. It runs automated sandbox flows end to end.

TODO(shubham): How the agent is built, and where a human stays in the loop.

Outcome

  • Partner discovery went from about 1 week to 2 hours.

TODO(shubham): How many partners have gone through it so far.

What I'd do differently

TODO(shubham): What you'd change with hindsight.