Webex
Connect Webex from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Webex toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Find meeting details.
- Prepare a meeting brief.
- Summarize available meeting information.
Connect Webex
Section titled “Connect Webex”- Open Workforce AI and choose Integrations.
- Find Webex and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Webex.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”- Create team
- Get team details
- List teams
- List webhooks
- Messaging create message
- Messaging create room
- Messaging create team membership
- Messaging delete membership
- Messaging delete message
- Messaging delete room
- Messaging get membership details
- Messaging get message details
- Messaging get team membership details
- Messaging list memberships
- Messaging list messages
- Messaging list rooms
- Messaging list team memberships
- People get person
- People list people
- Rooms get room details
- Update membership
- Update room
- Update team
- Webhooks create webhook
- Webhooks delete webhook
- Webhooks get webhook
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Webex, find meeting details. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Webex password?
Section titled “Does Workforce AI need my Webex password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Webex account?
Section titled “How do I switch to another Webex account?”Open Integrations, remove or reconnect Webex, and choose the account you want during the provider sign-in.
Can I use Webex in a scheduled job?
Section titled “Can I use Webex in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.