--- title: "Connect Roam to Workflowy - APIANT.ai" description: "When \"New Recording\" fires in Roam, your agent runs \"Create Bullet\" in Workflowy." canonical: "https://apiant.ai/connect/roam-to-workflowy" --- # Connect Roam to Workflowy When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Create Bullet** in [Workflowy](https://apiant.ai/connections/workflowy). Describe the whole flow and it is built, tested on every scenario and kept running. Roam **6** triggers Roam **6** actions Workflowy **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Roam and Workflowy to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Roam can start in Workflowy - When **New Recording** in Roam then **Create Bullet** in Workflowy - When **New Transcript** in Roam then **Update a bullet** in Workflowy 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 Roam and Workflowy ## Triggers and actions 6 triggers · 16 actions - Trigger **Lobby Booked** Triggers when a lobby is booked. - Trigger **New Recording** Triggers when a new meeting recording is saved in your Roam. - Trigger **New Transcript** Triggers when a new transcript is saved in your Roam. - Trigger **On-Air: Event Created** Triggers when a new On-Air event is created. - Trigger **On-Air: Guest Added** Triggers when a guest is added to an On-Air event. - Trigger **On-Air: Guest RSVP Changed** Triggers when a guest changes their RSVP status on an On-Air event. - Action **Create Meeting Link** Creates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times. - Action **Find User by Email** Looks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status. - Action **On-Air: Add Guest** Adds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest. - Action **On-Air: Find Event** Returns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches. - Action **Send Channel Message** Posts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread. - Action **Send Direct Message** Sends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread. - Action **Complete a bullet** Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place. - Action **Create Bullet** Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position. - Action **Delete a bullet** Deletes a bullet from Workflowy by its ID, along with anything nested under it. - Action **Export all bullets** Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute. - Action **Get a bullet** Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps. - Action **List bullets** Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given. - Action **List targets** Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to. - Action **Move a bullet** Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings. - Action **Uncomplete a bullet** Un-checks a completed Workflowy bullet, putting it back to not-done. - Action **Update a bullet** Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is. ## Each app on its own - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) - [ **Workflowy** Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.](https://apiant.ai/connections/workflowy) Reviews ## What our customers say ## More from Roam - [ **Roam to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/roam-to-salesforce) - [ **Roam to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/roam-to-google-calendar) - [ **Roam to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/roam-to-shopify) - [ **Roam to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/roam-to-trello) - [ **Roam to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/roam-to-jira) - [ **Roam to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/roam-to-zoom) ## More into Workflowy - [ **Outlook to Workflowy** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/outlook-to-workflowy) - [ **Twist to Workflowy** Twist keeps your conversations on-topic and in one place.](https://apiant.ai/connect/twist-to-workflowy) - [ **HubSpot to Workflowy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workflowy) - [ **Salesforce to Workflowy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workflowy) - [ **Slack to Workflowy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workflowy) - [ **Google Sheets to Workflowy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workflowy) Questions ## Roam and Workflowy, answered ### ### What can start an automation from Roam? Any of Roam's 6 triggers in the catalog, including New Recording, New Transcript, On-Air: Event Created and On-Air: Guest Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Workflowy when something happens in Roam? Any of Workflowy's 10 actions, including Create Bullet, Update a bullet, Complete a bullet and Export all bullets. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Workflowy to Roam? Workflowy has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads Workflowy's API documentation and adds it. ### ### Do I have to build a connector for Roam or Workflowy? 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 Roam and Workflowy 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.