Agiled is a comprehensive business management platform that facilitates project creation, invoice management, and contact handling. With Relevance AI, you can elevate these capabilities by incorporating AI-driven insights and automation into your workflows.
Agiled streamlines project and invoice management while Relevance AI empowers these processes with AI Agents that can analyze data and automate tasks intelligently.
Intelligent Project Orchestration
AI agent seamlessly coordinates project workflows, timelines, and resources using Agiled's comprehensive project management suite
Predictive Resource Optimization
Agent analyzes historical data patterns to forecast resource needs and automatically adjust allocations for maximum efficiency
Strategic Performance Analysis
Agent delivers data-driven insights by correlating project metrics, resource utilization, and business outcomes
Relevance AI integrates seamlessly with Agiled to enhance your business management workflows through intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- An Agiled account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Agiled integration platform utilizes secure OAuth authentication, ensuring that only authorized workflows can access your business management data. Relevance AI manages API operations (such as creating projects, invoices, and contacts) in the background—eliminating concerns about errors, formatting, or limits.
With built-in validation and type conversion, your workflows will operate seamlessly, even when data formats differ. This integration streamlines project and invoice management, automates contact handling, and leverages Agiled's comprehensive features for enhanced efficiency.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Agiled + Relevance AI integration without writing code:
- Start with a well-structured Agiled account: Organize your projects, invoices, and contacts with clear naming conventions and consistent data formats.
- Utilize pre-built workflows: Relevance AI provides templates for automating project creation, invoice management, and contact handling—perfect for quick implementation.
- Connect securely: Ensure you authorize the correct Agiled account and have the necessary OAuth permissions during setup.
- Test integrations thoroughly: Validate automations with sample data before applying them to live projects to minimize errors.
- Monitor API usage: Be aware of rate limits and implement request throttling to avoid hitting usage caps.
