Yo Planning integration
Yoplanning automates your processes and helps you streamline your activity thanks to powerful decision-making algorithms based on artificial intelligence.
What your agents can do with Yo Planning
7 pre-built Yo Planning tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (5)
List Teams
Lists all teams.
List Payments
Lists all payments.
List Orders
Lists all orders.
List Clients
Lists all clients.
List Categories
Lists all categories.
Triggers (2)
New Order Placed
Triggers when a new order is placed.
New Client Created
Triggers when a new client is created.
Set up Yo Planning in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Yo Planning account
In Relevance AI, open Integrations and add Yo Planning, then paste your API key. You will find it in your Yo Planning account settings.
Use Yo Planning in an agent
Create a tool, add a Yo Planning tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Yo Planning to work in your agents
Connect Yo Planning alongside 1,800+ other integrations and let your agents run the busywork.