TrackVia

TrackVia Workflow Management Platform

Operations & Processes

Compliance CertificationsHIPAA

About TrackVia

A platform for building custom applications and workflows to manage data and track work across departments, projects and operations. Users design forms, tables, dashboards and automations to collect information, monitor progress, enforce processes and coordinate teams through shared views and notifications.

What Cakewalk Does With TrackVia

Control who and which agents can access TrackVia across the workflows it runs. AI agents can act inside TrackVia with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in TrackVia through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle TrackVia TasksAgent Connection	A person asks their agent to do something in TrackVia, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in TrackVia is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.