Integration
Connect Playbook Creative to Avoma
When Asset Added fires in Playbook Creative, your agent runs Update call in Avoma. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Playbook Creative and Avoma to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Playbook Creative can start in Avoma
When Asset Added in Playbook Creative
then Update call in Avoma
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Playbook Creative and Avoma
Triggers and actions 2 triggers · 30 actions
- Asset Added
Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
- Asset Updated in Board
Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
- Create Asset
Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
- Create Board
Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
- Create Organization
Creates a new Playbook organization (workspace) with the given name and returns its id and slug.
- Delete asset
Deletes an asset from a Playbook workspace.
- Delete board
Deletes a board from a Playbook workspace.
- Find Asset
Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
- Find Board
Returns the boards in a Playbook workspace whose title matches the text you search for.
- Get asset
Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
- Get board
Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.
- List assets
Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
- List boards
Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
- List organizations
Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
- List users
Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
- Move Asset
Moves one or more assets into a different board in a Playbook workspace.
- Update Asset
Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
- Update Asset Status
Sets the status of an asset in a Playbook workspace and returns the updated asset.
- Update asset tags
Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
- Update board
Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
- Get call
Returns a single Avoma call by its external ID, including its CRM links, recording URL, processing state and linked meeting.
- Get meeting
Returns a single Avoma meeting by its UUID, including its attendees, schedule, state, and recording and transcription details.
- Get meeting insights
Returns the AI notes, keyword occurrences, popular keywords and speakers for a completed Avoma meeting.
- Get recording
Returns the signed audio and video download links for the recording of an Avoma meeting. If the video is still being processed, returns a message instead of the links.
- Get transcription
Returns the transcript of a meeting's recording, including the speakers, the timed transcript text and a link to the VTT file.
- List calls
Returns the calls in your Avoma organization that started within a date range, optionally narrowed to inbound or outbound calls.
- List meetings
Returns the meetings in your Avoma organization that started within a date range, optionally filtered by attendee, CRM record, recording length or meeting type.
- List notes
Returns the AI-generated notes for meetings in a date range, optionally narrowed to one meeting or custom category.
- List scorecard evaluations
Returns completed scorecard evaluations for meetings, optionally narrowed by date range, scorecard template, meeting or evaluated user.
- List users
Returns the users in your Avoma organization, including each user's name, email, role, teams and status.
- Update call
Updates an existing call's details in Avoma, such as its subject, participant names, meeting purpose and outcome, or linked CRM records, and returns the updated call.
- Upload Audio Call
Creates a call in Avoma from a publicly reachable audio recording. Avoma downloads the recording and processes it into a transcript and notes, or uses a transcript you supply.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Playbook Creative and Avoma, answered
What can start an automation from Playbook Creative?
Any of Playbook Creative's 2 triggers in the catalog, including Asset Added and Asset Updated in Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Avoma when something happens in Playbook Creative?
Any of Avoma's 12 actions, including Update call, Upload Audio Call, Get call and Get meeting. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avoma to Playbook Creative?
Avoma has no triggers in the catalog today, so automations start in Playbook Creative. If you need the other direction, ask: your agent reads Avoma's API documentation and adds it.
Do I have to build a connector for Playbook Creative or Avoma?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Playbook Creative and Avoma without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.