Integrations

Supercharge Pro Workflow with Relevance AI

ProWorkflow is a robust project and task management tool that helps teams organize and track their work efficiently. With Relevance AI, you can elevate your project management by incorporating AI Agents that automate tasks and optimize workflows.

Give your AI Agents Pro Workflow Superpowers

ProWorkflow streamlines project and task management, while Relevance AI empowers you to automate complex workflows and make data-driven decisions effortlessly.

Workflow Orchestration Mastery

The AI agent seamlessly coordinates complex business processes across multiple systems, ensuring optimal execution and efficiency.

Cross-System Data Synthesis

Advanced integration capabilities enable the agent to gather, analyze, and act on data from multiple connected systems.

Real-Time Decision Intelligence

Combining workflow analytics with predictive modeling, the agent makes informed decisions to maintain optimal process flow.

Tools

Equip AI Agents with the Pro Workflow Tools they need

Relevance AI integrates with ProWorkflow to enhance your project management workflows with intelligent automation.

ProWorkflow - Delete Project
Permanently removes a specified project from the ProWorkflow system, deleting all associated tasks, timelines, and project data
ProWorkflow - Add Client to Project
Associates a client with an existing project in ProWorkflow, enabling client access and visibility to project details
ProWorkflow - Add Project Task
Creates a new task within an existing project, allowing for task management and timeline organization
ProWorkflow - Update Project Task
Modifies existing project task details including name, description, priority, and scheduling dates
Name
ProWorkflow API Call
Description
Make an authorized request to a ProWorkflow API
Parameters
["OAuth authentication", "Multiple HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers support", "Request body customization", "Response handling with status codes"]
Use Case
A project management team uses ProWorkflow API calls to automatically sync task updates between their internal system and ProWorkflow, ensuring real-time project status visibility across platforms while eliminating manual data entry.
Quick Start

Connect Pro Workflow to Relevance AI in minutes

Security & Reliability

The ProWorkflow and Relevance AI integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your project and task management data. Relevance AI manages API operations (such as creating, updating, and managing tasks and clients) in the background—eliminating concerns about errors, formatting, or limits.

With built-in validation and type conversion, this integration guarantees that your project workflows operate seamlessly, even when data formats differ. You can automate project and task management while maintaining streamlined client relationships, all with real-time updates and modifications.

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.

Get Started

Best Practices for Non-Technical Users

To get the most out of the ProWorkflow + Relevance AI integration without writing code:
  • Start with a well-structured ProWorkflow setup: Organize projects and tasks with clear naming conventions and consistent data formats.
  • Utilize pre-built workflows: Relevance AI provides templates for automating project and task management, making it easy to get started.
  • Connect securely: Ensure you have the correct OAuth credentials and permissions set up for seamless integration.
  • Test API calls with sample data: Validate your API requests using test projects and tasks to avoid issues in production.
  • Monitor API usage: Be mindful of rate limits and implement caching strategies to optimize performance.