WorkflowMax is a comprehensive project management and time tracking software designed to streamline business operations and enhance productivity.
Supercharge your project management with AI Agents that can automate workflows, provide real-time insights, and optimize resource utilization.
WorkflowMax delivers comprehensive project and resource management tools. Relevance AI transforms this data into intelligent actions with AI Agents that can analyze projects, automate tracking, and optimize resource allocation.
Seamless Time Logging
The agent automates time tracking, ensuring accurate logs without manual input.
Real-Time Insights
Dynamic reporting provides stakeholders with up-to-the-minute project status updates.
Data-Driven Decision Making
The agent analyzes project data to deliver actionable insights for informed choices.
Relevance AI gives you access to WorkflowMax's project management and time tracking capabilities within your automated workflows.
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 WorkflowMax account
- A Relevance AI account with appropriate access permissions
- Authorization (connect securely via OAuth—no manual credential storage)
Security & Reliability
The integration leverages OAuth authentication to securely connect with WorkflowMax, managing all API operations seamlessly. Relevance AI handles request formatting, authorization headers, and endpoint validation automatically.
Built-in data transformation and error handling ensure reliable communication between WorkflowMax and your workflows, regardless of data complexity.
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 WorkflowMax + Relevance AI integration without writing code:
- Configure API permissions: Ensure proper OAuth setup with read-write access enabled.
- Structure your requests: Use consistent path formatting and proper HTTP methods for each endpoint.
- Validate responses: Check status codes and response bodies to confirm successful API calls.
- Handle authentication: Keep OAuth credentials secure and refresh tokens as needed.
- Monitor usage: Track API call frequency and stay within WorkflowMax's rate limits.
