Planly is a comprehensive project management and collaboration platform that helps teams streamline workflows and enhance productivity.
Supercharge your project management with AI Agents that can automate tasks, generate insights, and optimize resource allocation.
Planly brings robust project management and resource tracking capabilities. Relevance AI enhances this with intelligent AI Agents that can analyze project data, automate reporting, and optimize resource allocation.
Dynamic Resource Orchestration
The agent optimizes resource allocation in real-time, ensuring teams are effectively staffed.
Automated Insight Generation
The agent produces actionable insights from project data, enhancing decision-making processes.
Predictive Performance Analytics
The agent analyzes historical data to forecast project outcomes, enabling proactive adjustments.
Relevance AI gives you access to a wide variety of Planly tools within your automated workflows and AI Agents.
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 Planly account
- A Relevance AI account with access to your projects and datasets
- 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 Planly 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 Planly + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct authorization settings and permissions are in place.
- Use appropriate HTTP methods: Match GET, POST, PUT, DELETE, or PATCH to your specific needs.
- Structure API paths clearly: Follow Planly's URL pattern for reliable endpoint access.
- Validate request bodies: Ensure JSON payloads match Planly's API specifications.
- Monitor response status: Check response codes and headers for successful API interactions.
