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How the three are chosen
Only tools that read your data source and write your output are considered. Proposal and e-sign products are left out. Each remaining tool gets 3 points for the source, 3 for the output, 2 when it is built for the person who will set it up, 1 when it is built for your document type and 1 for an editor's pick.
A tool that reaches your source only through Zapier, Make or n8n loses 1 point when another tool reaches it directly. Ties are broken by a number between 0 and 1 drawn from the hour and your answers, so everyone sees the same three within the hour. The full rules are on the methodology page.