Float is a leading project management platform that helps teams optimize resource allocation and streamline workflows.
Enhance your project management with AI Agents that can automate scheduling, generate insights, and improve team productivity.
Float excels at resource management and project scheduling. Relevance AI transforms this into intelligent workflows with AI Agents that can analyze workloads, optimize allocations, and automate project communications.
Dynamic Resource Orchestration
The agent optimizes resource allocation in real-time, enhancing project efficiency.
Automated Insight Generation
The agent delivers timely reports and updates, keeping stakeholders informed effortlessly.
Intelligent Task Automation
The agent automates routine tasks, freeing up time for strategic decision-making.
Relevance AI gives you access to Float's project management and resource scheduling capabilities within your automated workflows.
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 Float account
- A Relevance AI account with access to your workspace
- Authorization (connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Float data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about errors, formatting, or limits.
Built-in validation and type conversion ensure your workflows run smoothly, even when scheduling and resource data formats vary.
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.
Best Practices for Non-Technical Users
To get the most out of the Float + Relevance AI integration without writing code:
- Organize your Float schedule: Maintain clear project names and resource allocations before integration.
- Use API endpoints wisely: Leverage Float's REST API endpoints for tasks, people, and projects efficiently.
- Authenticate properly: Ensure correct OAuth permissions are set during the initial connection setup.
- Monitor response codes: Check API response status to validate successful data transfers.
- Respect rate limits: Space out requests and use batch operations when handling multiple updates.
