Outlign API

Project Phase and Task Management

Manage the lifecycle of client engagements by creating and updating project phases and steps. GET /projects retrieves all projects, POST /phases adds a new milestone or stage, and POST /steps creates individual tasks within a phase. Update steps with PUT /steps/{id} as work progresses, or delete with DELETE /steps/{id} when tasks are canceled. This allows agents to track project status, generate phase-level reports, or trigger notifications when a phase completes.

Template-Based Workflow Standardization

Build a library of project templates for common engagement types (onboarding, audit, consulting, implementation) and instantiate them programmatically. GET /project-templates lists all templates, POST /project-templates creates a new reusable template with predefined phases and steps, and POST /projects with a template_id clones the template structure into a new project. This ensures consistency across client engagements and reduces setup time for recurring project types.

Client Portfolio Management

Maintain a centralized client directory across multiple companies within the Outlign workspace. GET /clients retrieves all clients with optional filters for company_id or title, POST /clients creates new client records, and PUT /clients/{id} updates client information as relationships evolve. This supports multi-company agencies or consulting firms managing client portfolios across business units, enabling agents to query client status, generate client lists, or sync client data with billing or CRM systems.

AI Agent for Project Operations

Let an AI agent handle Outlign project admin tasks — creating clients, setting up projects from templates, adding phases and steps, and querying project status. Through Jentic, the agent searches by intent ('create an Outlign project from a template') and loads only the required endpoints. Authentication credentials are injected at execution time, keeping them out of agent context.