Aero Workflow integration
Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.
What your agents can do with Aero Workflow
8 pre-built Aero Workflow tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (7)
Find Company
Finds companies with the given parameters.
Create Vault Entry
Creates a vault entry for selected company.
Create Task
Creates a task.
Create Email Aero
Creates an email aero.
Create Contact
Creates a contact.
Create Company
Creates a company.
Create Appointment
Creates an appointment.
Triggers (1)
New Company Created Event
Emit new events when a new company is created.
Set up Aero Workflow in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Aero Workflow account
In Relevance AI, open Integrations and add Aero Workflow, then paste your API key. You will find it in your Aero Workflow account settings.
Use Aero Workflow in an agent
Create a tool, add a Aero Workflow tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Aero Workflow to work in your agents
Connect Aero Workflow alongside 1,800+ other integrations and let your agents run the busywork.