Workstack is a cloud-based work management platform designed to streamline project workflows and enhance team collaboration.
Transform your project management with AI agents that can automate tasks, provide intelligent insights, and optimize resource allocation.
Workstack excels at streamlining project management and resource allocation. Relevance AI enhances this with intelligent AI agents that can analyze project data, automate status updates, and optimize resource distribution.
Intelligent Insights
The agent analyzes project data to provide actionable insights for informed decision-making.
Dynamic Resource Optimization
The agent predicts resource needs, ensuring optimal allocation and preventing team overload.
Automated Reporting
The agent generates real-time project status updates, reducing manual reporting efforts.
Relevance AI gives you access to a wide variety of Workstack tools within your automated workflows and AI agent interactions.
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 Workstack data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and error handling ensure your API calls execute reliably, with automatic response parsing for seamless data flow.
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 Workstack + Relevance AI integration without writing code:
- Set up proper authentication: Ensure OAuth credentials are correctly configured for secure API access.
- Use consistent API paths: Maintain organized endpoint structures for reliable data flow between systems.
- Implement error handling: Monitor API responses and status codes to catch issues early.
- Optimize request methods: Choose appropriate HTTP methods (GET, POST, PUT) for each operation.
- Manage headers efficiently: Keep custom headers minimal and well-documented for better performance.
