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.
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.
