Connect WorkflowMax to Gemini
Send WorkflowMax staff lists, client lists, clients documents and 12 more data types to Gemini on a schedule. Filter by date. Refresh as often as every 15 minutes.
Gemini
Which WorkflowMax projects have the most overdue tasks, and who owns them?
Querying the WorkflowMax data set in Coupler.io
How to connect WorkflowMax and Gemini
4 steps. You can preview the WorkflowMax data in Coupler.io before anything reaches Gemini.
Step 1 of 4
Connect WorkflowMax
Sign in to WorkflowMax and authorize Coupler.io. There's no API key to copy.
Sign in with WorkflowMax
Step 2 of 4
Choose what to export
Pick the WorkflowMax data you want in Gemini.
Show 7 more data types Show fewer data types
Step 3 of 4
Connect Gemini
Run the command from the destination step to add the Coupler.io MCP server to Gemini CLI, then authenticate with /mcp auth coupler.
Step 4 of 4
Set a schedule
Gemini sees the data as of the last run. Run it as often as every 15 minutes.
Coupler.io made it easy to create dashboards and reports from different data sources. The sync is reliable and the user experience is amazing.
Take your data analytics to the next level
Sign Up with Google
Sign Up with MICROSOFT
SIGN UP WITH EMAIL
By signing up to Coupler.io, you agree to our Privacy Policy and Terms of Use.
Build your WorkflowMax integrations with these destinations
Get the most of WorkflowMax to Gemini integration
Gather data
Understand data
Automate data
Act on data
15 data types, including Staff lists, Client lists, Clients documents, Client group lists and Cost lists.
You sign in to WorkflowMax and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date to cover the period you need.
No. The data stays in Coupler.io, and Gemini queries it read-only when you ask a question. It can't edit or delete WorkflowMax rows.
Gemini CLI and Gemini Enterprise. In Gemini CLI, add the Coupler.io MCP server to its configuration and sign in there.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches Gemini.
