Followup is a cutting-edge platform designed to streamline communication and task management for businesses.
Enhance your follow-up processes with AI Agents that can automatically track, manage, and optimize customer interactions across channels.
Followup excels at streamlining follow-up processes and task management across channels. Relevance AI transforms this into intelligent AI agents that can autonomously manage communications, track tasks, and drive outcomes.
Intelligent Task Orchestration
The agent can automate and prioritize follow-up tasks based on real-time data.
Dynamic Communication Personalization
The agent tailors messages to individual customer needs, enhancing engagement.
Proactive Opportunity Identification
The agent analyzes interactions to uncover potential leads and follow-up opportunities.
Relevance AI gives you access to Followup's communication and task management capabilities within your AI-powered 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 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 integration uses secure OAuth authentication, ensuring only authorized workflows access your Followup data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and error handling ensure your API calls run smoothly, with automatic response parsing and status code handling.
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 Followup + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct authorization by connecting the right Followup account credentials.
- Use appropriate HTTP methods: Match GET for retrieving data, POST for creating, PUT/PATCH for updates.
- Structure API paths clearly: Follow Followup's API documentation for correct endpoint formatting.
- Handle responses effectively: Monitor response status codes and body content for successful operations.
- Manage request headers: Include necessary custom headers while respecting authorization header requirements.
