WorkflowMax

Welcome to your new home for job management

Operations & Processes

Compliance CertificationsGDPR

About WorkflowMax

Boost your profitability and performance. Do it all from anywhere – quotes, jobs, scheduling, time tracking, invoicing, reporting, and more.

What Cakewalk Does With WorkflowMax

Control who and which agents can access WorkflowMax across the workflows it runs. AI agents can act inside WorkflowMax 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 WorkflowMax 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 WorkflowMax TasksAgent Connection	A person asks their agent to do something in WorkflowMax, 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 WorkflowMax is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.