Connect CheckFlow to your AI agent
CheckFlow is a workflow and checklist platform for managing repeatable processes, tasks, templates, teams, data sets, and automation.
We set up the connection using your own CheckFlow account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
What your agent can do in CheckFlow
Each one is a real action the agent can take on its own, the same things a person clicking around CheckFlow could do. Read-only by default; write actions are confirmed against your policy.
- Create Tag Create a team tag by name, or return the existing same-name tag without creating a duplicate.
- Find Checklists Find checklist summaries for a template, optionally filtered by name, tag, or lifecycle status. Returns one page and a cursor for the next page.
- Get Analytics Return checklist and task activity analytics for a date range.
- Get Task Details Get one checklist task with its controls, comments, and assignees.
- Get Team Directory Return active team members and groups, including each group's membership, optionally filtered by name.
- List Checklist Details Return one page of full checklist instances, including tasks and controls, with a cursor for the next page.
- List Tags List the tags available to the connected CheckFlow team.
- List Templates List active checklist templates and their keys for creating or finding checklists.
- List Template Tasks List the task keys and names defined by one checklist template.
- List Webhook Subscriptions List webhook subscriptions, optionally filtered by source and event type.
How we connect it
- 1
Connect your account
You create a key in CheckFlow, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
CheckFlow questions, answered.
Ready to put CheckFlow to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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