Karbon is a leading work management platform designed specifically for professional services firms to streamline operations and enhance productivity.
Amplify your workflow capabilities with AI Agents that can automate client interactions, optimize resource allocation, and drive data-driven decisions.
Karbon excels at workflow management and client collaboration for professional services firms. Relevance AI enhances these capabilities with intelligent AI Agents that can automate complex processes and deliver personalized client interactions.
Seamless Workflow Orchestration
The agent automates complex workflows, ensuring tasks are executed efficiently.
Dynamic Client Engagement
Real-time interactions enhance client relationships and satisfaction.
Data-Driven Decision Support
Access to analytics empowers informed strategic choices.
Relevance AI gives you access to a wide variety of Karbon tools 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 Karbon 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 integration uses secure OAuth authentication, ensuring only authorized workflows access your Karbon 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 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 Karbon + Relevance AI integration without writing code:
- Organize your Karbon workspace: Maintain clear client categories and standardized work templates.
- Leverage API endpoints: Use Karbon's documented endpoints for tasks, contacts, and work items effectively.
- Set proper permissions: Ensure OAuth authentication is configured with appropriate read-write access.
- Monitor API usage: Track your API calls to stay within Karbon's rate limits.
- Validate responses: Check API response status codes before processing data in workflows.
