
Workboard integration
Enterprise Results Platform.
Set up Workboard 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 Workboard account
In Relevance AI, open Integrations and add Workboard. You will be sent to Workboard to sign in and approve access, and the connection is stored against your workspace.
3
Call Workboard from an agent
Create a tool and add an API tool step. Your agent can call any Workboard endpoint using the account you just connected.
Put Workboard to work in your agents
Connect Workboard alongside 1,800+ other integrations and let your agents run the busywork.