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.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
