Workboard is a leading enterprise software platform for OKR management and performance tracking.
Transform your organizational goals into actionable insights with AI Agents that can monitor progress, generate reports, and ensure alignment across teams.
Workboard excels at OKR management and performance tracking. Relevance AI enhances this with intelligent AI Agents that can analyze metrics, automate reporting, and drive strategic alignment at scale.
Intelligent Insights
The agent analyzes performance data to provide actionable insights for strategic decision-making.
Proactive Notifications
Automated alerts keep teams informed of progress and potential issues, ensuring timely interventions.
Enhanced Collaboration
Facilitates seamless communication and updates among team members, driving project efficiency.
Relevance AI gives you access to a wide variety of Workboard 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 Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- 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 Workboard data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about request formatting, headers, or authentication tokens.
Built-in validation and path handling ensure your workflows run smoothly, even when making requests to different Workboard endpoints.
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 Workboard + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct authorization settings and permission types are selected.
- Use proper HTTP methods: Choose appropriate GET, POST, PUT, DELETE, or PATCH methods for your needs.
- Structure API paths carefully: Follow Workboard's URL pattern for accurate endpoint access.
- Validate request bodies: Ensure JSON payloads match Workboard's API specifications.
- Monitor responses: Check status codes and response headers for successful API interactions.
