Connect WorkflowMax to Perplexity
Send WorkflowMax staff lists, client lists, clients documents and 12 more data types to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.
Perplexity
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 Perplexity
4 steps. You can preview the WorkflowMax data in Coupler.io before anything reaches Perplexity.
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 Perplexity.
Show 7 more data types Show fewer data types
Step 3 of 4
Connect Perplexity
In Perplexity, add a connector named coupler-io that runs the Coupler.io MCP server in Docker, then paste your personal access token.
Step 4 of 4
Set a schedule
Perplexity sees the data as of the last run. Run it as often as every 15 minutes.
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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 Perplexity queries it read-only when you ask a question. It can't edit or delete WorkflowMax rows.
A Perplexity account and Docker. Perplexity reaches Coupler.io through a local MCP server that runs in Docker.
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 Perplexity.
