Productivity
Resource Planner for your Agent
Flow can look up tasks, projects and pages in Resource Planner, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.
It asks for your approval before it changes anything in Resource Planner. Connect with an API key from your Resource Planner account.
Connect Resource Planner in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Resource Planner.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Resource Planner.
What Flow can do depends on what Resource Planner offers through its API and on the access you choose.
Things to ask
Type these to Flow once Resource Planner is connected.
- Resource Planner
Create a task in Resource Planner for each document the Lyon tender asks for, due two days before the deadline.
- Resource Planner
What is still open in Resource Planner for our hospital bid?
About Resource Planner
Resource Planner is a scheduling and resource management service for teams. Use it to assign people, track project time, and balance workloads.
More apps in Productivity
Ready to submit more bids?
Start your free trial today.