How to Use Relevance AI for Tool-connected workflows

Deliver maximum ROI through optimized specialist agents. Build agents for sales, customer success, marketing and HR, and run millions of daily tasks on one platform. Confirm live details on relevanceai.com before production use.

Practical Tool-connected workflows examples

Example 1

Scenario:
Relevance AI — Tool-connected workflows (pass 1). Context: Deliver maximum ROI through optimized specialist agents. Build agents for sales, customer success, marketing and HR, and run millions of dai

Objective:
Deliver a reviewable tool-connected workflows result using Relevance AI.

Inputs:
- Verified facts from relevanceai.com
- Audience, channel, or technical constraints
- Success criteria and forbidden claims
- Relevant product surfaces: Agents

Workflow:
Open Relevance AI → Configure for tool-connected workflows → Pilot with sample inputs → Review against success criteria → Iterate one axis → Finalize

Requirements:
- Use only verified Relevance AI capabilities; do not invent features.
- Confirm live details on relevanceai.com before promising volume or pricing.
- Human-review before external publish, send, billing, or compliance use.

Expected output:
A concrete tool-connected workflows artifact plus a short verification checklist.

Example 2

Scenario:
Relevance AI — Tool-connected workflows (pass 2). Context: Deliver maximum ROI through optimized specialist agents. Build agents for sales, customer success, marketing and HR, and run millions of dai

Objective:
Deliver a reviewable tool-connected workflows result using Relevance AI.

Inputs:
- Verified facts from relevanceai.com
- Audience, channel, or technical constraints
- Success criteria and forbidden claims
- Relevant product surfaces: Agents

Workflow:
Open Relevance AI → Configure for tool-connected workflows → Pilot with sample inputs → Review against success criteria → Iterate one axis → Finalize

Requirements:
- Use only verified Relevance AI capabilities; do not invent features.
- Confirm live details on relevanceai.com before promising volume or pricing.
- Human-review before external publish, send, billing, or compliance use.

Expected output:
A concrete tool-connected workflows artifact plus a short verification checklist.

Example 3

Scenario:
Relevance AI — Tool-connected workflows (pass 3). Context: Deliver maximum ROI through optimized specialist agents. Build agents for sales, customer success, marketing and HR, and run millions of dai

Objective:
Deliver a reviewable tool-connected workflows result using Relevance AI.

Inputs:
- Verified facts from relevanceai.com
- Audience, channel, or technical constraints
- Success criteria and forbidden claims
- Relevant product surfaces: Agents

Workflow:
Open Relevance AI → Configure for tool-connected workflows → Pilot with sample inputs → Review against success criteria → Iterate one axis → Finalize

Requirements:
- Use only verified Relevance AI capabilities; do not invent features.
- Confirm live details on relevanceai.com before promising volume or pricing.
- Human-review before external publish, send, billing, or compliance use.

Expected output:
A concrete tool-connected workflows artifact plus a short verification checklist.

Example 4

Scenario:
Relevance AI — Tool-connected workflows (pass 4). Context: Deliver maximum ROI through optimized specialist agents. Build agents for sales, customer success, marketing and HR, and run millions of dai

Objective:
Deliver a reviewable tool-connected workflows result using Relevance AI.

Inputs:
- Verified facts from relevanceai.com
- Audience, channel, or technical constraints
- Success criteria and forbidden claims
- Relevant product surfaces: Agents

Workflow:
Open Relevance AI → Configure for tool-connected workflows → Pilot with sample inputs → Review against success criteria → Iterate one axis → Finalize

Requirements:
- Use only verified Relevance AI capabilities; do not invent features.
- Confirm live details on relevanceai.com before promising volume or pricing.
- Human-review before external publish, send, billing, or compliance use.

Expected output:
A concrete tool-connected workflows artifact plus a short verification checklist.

Example 5

Scenario:
Relevance AI — Tool-connected workflows (pass 5). Context: Deliver maximum ROI through optimized specialist agents. Build agents for sales, customer success, marketing and HR, and run millions of dai

Objective:
Deliver a reviewable tool-connected workflows result using Relevance AI.

Inputs:
- Verified facts from relevanceai.com
- Audience, channel, or technical constraints
- Success criteria and forbidden claims
- Relevant product surfaces: Agents

Workflow:
Open Relevance AI → Configure for tool-connected workflows → Pilot with sample inputs → Review against success criteria → Iterate one axis → Finalize

Requirements:
- Use only verified Relevance AI capabilities; do not invent features.
- Confirm live details on relevanceai.com before promising volume or pricing.
- Human-review before external publish, send, billing, or compliance use.

Expected output:
A concrete tool-connected workflows artifact plus a short verification checklist.

Checklist before you ship

• Confirm the workflow stays inside verified Relevance AI capabilities
• Review outputs against relevanceai.com when accuracy or pricing claims matter
• Keep a short verification list for any claim you would publish externally