ProcessPlan integration
Visually track, manage and automate your business processes.
Set up ProcessPlan in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your ProcessPlan account
In Relevance AI, open Integrations and add ProcessPlan, then paste your API key. You will find it in your ProcessPlan account settings.
3
Call ProcessPlan from an agent
Create a tool and add an API tool step. Your agent can call any ProcessPlan endpoint using the account you just connected.
Put ProcessPlan to work in your agents
Connect ProcessPlan alongside 1,800+ other integrations and let your agents run the busywork.