OnStrategy is a strategic planning software that helps organizations align goals, track performance, and drive execution.
Enhance your strategic planning with AI Agents that can automate reporting, provide data-driven recommendations, and ensure strategic alignment across your organization.
OnStrategy excels at aligning organizational goals and tracking performance metrics. Relevance AI transforms this strategic data into intelligent action through AI Agents that can analyze, recommend, and automate strategic planning processes.
Intelligent Insights
The agent analyzes data to provide actionable insights for strategic decision-making.
Predictive Analytics
The agent leverages predictive modeling to forecast outcomes and inform strategic planning.
Automated Reporting
The agent generates comprehensive performance reports, reducing manual effort and increasing accuracy.
Relevance AI gives you access to OnStrategy's strategic planning and performance tracking 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 leverages secure OAuth authentication, ensuring only authorized workflows access your OnStrategy data. Relevance AI manages API operations (like GET, POST, PUT, DELETE) seamlessly—handling authentication headers, request formatting, and response validation automatically.
Built-in data transformation and error handling ensure reliable execution of your strategic planning workflows.
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 OnStrategy + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct account permissions and API access are set up.
- Use consistent paths: Maintain organized API endpoint structures for reliable data flow.
- Follow API best practices: Use appropriate HTTP methods (GET for retrieval, POST for creation, etc.).
- Handle responses carefully: Monitor response status codes and implement proper error handling.
- Optimize requests: Minimize API calls and use efficient data formatting for better performance.
