Agents@Work - See AI agents in production at Canva, Autodesk, KPMG, and Lightspeed.
Agents@Work - See AI agents in production at Canva, Autodesk, KPMG, and Lightspeed.
Watch now
Watch now
Integrations

Supercharge Karbon with Relevance AI

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.

Try for freeQuick Start

Give your AI Agents Karbon Superpowers

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.

Tools

Equip AI Agents with the Karbon Tools they need

Relevance AI gives you access to a wide variety of Karbon tools within your AI-powered workflows.

Pre-Built Karbon Tool Steps
Karbon API Tool Steps
karbon - Compress PDF
A tool for compressing PDF files by providing a URL to the source PDF and specifying the output filename, helping reduce file sizes while maintaining document quality
karbon - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
karbon - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
Name
karbon API Call
Description
Make an authorized request to a karbon API
Parameters
["OAuth Authentication", "Multiple HTTP Methods (GET, POST, PUT, DELETE, PATCH)", "Custom Headers", "Request Body Support", "Response Status Tracking"]
Use Case
A software development team uses karbon API Call to automate their deployment process by making authenticated API requests to trigger builds and updates across their infrastructure. This integration streamlines their CI/CD pipeline by enabling secure, programmatic access to their development resources.
Try for free
Quick Start

Connect Karbon to Relevance AI in minutes

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)
Try for free
STEP 1

Open Relevance AI

Go to "Integrations" and connect Karbon to enable workflow automation with your practice management system.

STEP 2

Connect Your Karbon Account

A secure pop-up will ask you to log in to Karbon. This authorizes Relevance AI to access your work items, contacts, and team workflows while maintaining your security settings.

STEP 3

Create a new tool

From the home page go to create a new tool. You can either use the Invent function or build from scratch.

STEP 4

Add Karbon as a Step

Choose Karbon from the list of tools, then select what action you want to perform—like managing work items, updating client information, or accessing team timelines.

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.

Try for free
Get Started

Best Practices for Non-Technical Users

Build your own Relevance AI Integration

Try for free
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.

Free your team.
Build your first AI agent today!

If you're exploring Relevance AI for the first time or discovering new features, we'll quickly guide you to start doing great work immediately.

Try for freeRequest Demo
Free plan
No card required