Relevance AI
Relevance AI
Workflow Max logo

Workflow Max integration

All-In-One Project & Job Management Software.

What your agents can do with Workflow Max

2 pre-built Workflow Max tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.

Actions (2)

Delete Client Group

Deletes the specified client group.

Create Client Group

Creates a new Client Group in Workflow Max.

Set up Workflow Max 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 Workflow Max account

In Relevance AI, open Integrations and add Workflow Max. You will be sent to Workflow Max to sign in and approve access, and the connection is stored against your workspace.

3

Use Workflow Max in an agent

Create a tool, add a Workflow Max tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.

Put Workflow Max to work in your agents

Connect Workflow Max alongside 1,800+ other integrations and let your agents run the busywork.