The Dex Integration Platform allows you to seamlessly manage contacts, notes, and reminders through a unified API interface. Enhance your contact management experience with Relevance AI, enabling intelligent automation and personalized interactions.
The Dex Integration Platform centralizes contact management and automates note-taking and reminders. With Relevance AI, you can leverage AI Agents to create smarter workflows that adapt and respond to your needs.
Knowledge Orchestration Mastery
Seamlessly navigate and synthesize information across multiple enterprise knowledge bases for comprehensive insights.
Cross-domain Insight Generation
Connect disparate information sources to uncover hidden relationships and generate valuable business insights.
Intelligent Workflow Automation
Orchestrate sophisticated knowledge-driven processes across multiple systems and departments automatically.
Relevance AI integrates seamlessly with the Dex Integration Platform, enhancing your contact management workflows with 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:
- A Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Dex Integration Platform utilizes secure OAuth authentication, ensuring that only authorized workflows can access your contact management data. Relevance AI manages API operations (such as creating contacts, adding notes, and setting reminders) in the background—eliminating concerns about errors, formatting, or rate limits.
With built-in validation and type conversion, your workflows will operate seamlessly, even when dealing with varying data formats. This integration allows you to automate your contact management processes while keeping everything centralized and easily accessible.
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 Dex + Relevance AI integration without writing code:
- Start with a well-organized contact list: Ensure that contact details are complete and consistently formatted for optimal integration.
- Utilize pre-built workflows: Relevance AI provides templates for automating note-taking and reminders, making it easy to get started.
- Connect thoughtfully: Double-check that you are authorizing the correct Dex account and permissions during the OAuth setup.
- Test integrations before full deployment: Use sample data to validate workflows and avoid potential issues in live environments.
- Monitor API usage: Be aware of rate limits and implement batching for updates to maintain performance and avoid throttling.
