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.
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.
