Switch from Relevance AI to Task Machine
Relevance AI organizes specialist agents around business processes. Task Machine gives people and agents shared Tasks and one Inbox for decisions.
Prefer the side-by-side comparison?Why people switch
-
Building consumes credits
Relevance AI warns that Invent is expensive to run and consumes significant credits. Building and maintaining the process needs a budget alongside running it.
-
History has a limit
The pricing docs list 90-day Task History for Pro and Team, with custom retention on Enterprise. Keep an archive if your process needs older run evidence.
-
Included Actions reset
For Pro and Team, plan Actions reset at renewal. Purchased Action top-ups carry forward, and Vendor Credits roll over while you remain subscribed.
What maps to what
Every answer links to its source and shows when we last checked it. The oldest check on this page was November 15, 2026.
| Area | In Relevance AI | In Task Machine |
|---|---|---|
| Tasks |
In Relevance AI
A Task is one Agent or Workforce run, with exchanged messages, Tool runs and status. The Tasks page collects runs across Agents and Workforces. |
In Task Machine
A person or agent owns each Task. It keeps the plan, discussion, decisions, runs and history together, so people and agents can hand the same job to each other. |
| Approval |
In Relevance AI
Connections between agents and tools can run automatically, require approval or let the agent decide. Workforce Task View shows requests and their history. |
In Task Machine
Consequential decisions arrive in your Inbox with context. Set each agent's actions to Ask first or Automatic, and add a Human approval step before sending a report. |
| Recurring work |
In Relevance AI
Scheduled triggers run an Agent daily, weekly, monthly or on a custom cadence. Schedules use the account timezone and can be disabled without deleting them. |
In Task Machine
Start a Task or Workflow once or on a repeat in your timezone. A recurring job keeps one stable root Task, with each occurrence's own status and history. |
| Memory |
In Relevance AI
Long-Term Memory stores information across conversations. You can view and manage saved memories in the Agent's Memory section. |
In Task Machine
Agents keep lessons from corrections, such as accepted examples or mistakes to avoid. You can read, correct and restore notes kept for agents, projects, goals, teams and the workspace. |
| Quality checks |
In Relevance AI
Evals tests simulated conversations against reusable Checks and samples live tasks. A minimum pass rate can block publishing an Agent or Workforce. |
In Task Machine
Tasks carry acceptance requirements checked before human review. A Workflow step can add a verifier that sends failed work back with feedback. |
| Pricing |
In Relevance AI
Actions count Tool runs and Vendor Credits cover model and tool usage. The pricing page lists custom Enterprise terms, while the docs also list Pro at $29 monthly. Confirm the available plan before budgeting. |
In Task Machine
Usage based, from $29 a month before tax. The whole payment becomes usage that your workspace shares, with no base fee. |
A fact we cannot find or cannot check is left out, and prices can change after the date shown. Task Machine publishes this comparison and is an interested party. Relevance AI is named only to identify it, and there is no relationship between the two companies. Has something changed? Tell us.
You may stay with Relevance AI if
You may stay with Relevance AI if you already maintain specialist agent processes and want Invent to build the team, diagnose failures and test proposed improvements before you approve them. Its Evals combine pre-publication tests with live performance monitoring. Working approval controls and a tested process are reasons to move selectively rather than rebuild everything.
What you give up
Task Machine's docs do not describe an equivalent to Relevance AI's simulated-conversation test suites and sampled live scoring dashboards. They also do not describe importing a Workforce definition. You rebuild the process, reconnect accounts and check tool inputs and outputs. Keep any specialist process whose testing or integrations you cannot yet replace.
There is no trial. Your first payment funds usage, and ordinary failed attempts still consume it. Task Machine's monthly usage expires at the paid boundary, so switching does not remove every renewal limit. Read Usage and fees before moving a busy process.
How the switch works
- Before cancelling, keep copies of prompts, tool configurations, knowledge files, approval rules and representative results. Check Relevance AI's export options for your account. Its Task view shows messages and Tool runs, but that page does not document a complete migration export. Record the Checks and expected outcomes from your Evals as acceptance requirements.
- Create your workspace, connect the accounts that one selected process needs and put its reference material in the Library. Save credentials through the Vault, not in copied prompts.
- Adapt a Playbook or rebuild the process in the Workflow builder. Map each specialist's responsibility to an agent, check every handoff and add verifier requirements for results such as a complete research brief.
- Choose Supervised autonomy for unfamiliar work and put explicit approval before sending, publishing or changing external records. Test copied inputs and compare the outputs and usage in Run history before enabling live writes.
- Disable the old recurring schedule and check pending scheduled messages before enabling the replacement. Recreate the cadence and timezone in Schedules, and redirect any external triggers only after the replacement passes review.
Common questions
Can I import my Workforces and data?
Keep the original source files and check your account's export options before cancelling. Relevance AI documents Task messages and Tool runs. Task Machine's docs do not describe a Workforce importer, so rebuild the process and place reference files in the Library.
How do the costs compare?
Relevance AI's pricing docs separate Actions from Vendor Credits. Task Machine charges for AI work, execution and applicable service calls from shared usage, starting at $29 a month before tax with no base fee and no trial. Compare the same representative process, including setup and failed attempts. You keep 100% of your revenue, Task Machine takes no cut and never custodies your accounts.
Will I lose approval controls?
Both products let you require review. Relevance AI configures approval modes on connections. In Task Machine, set agent action permissions and keep explicit Workflow approvals before consequential actions. Recheck those boundaries rather than assuming copied instructions preserve them.
Should I move every specialist agent?
Start with one responsibility, such as a weekly report. Keep Relevance AI processes that rely on its Evals and live monitoring until you have checked an acceptable replacement. Use Tasks when you want people and agents to own and hand off the same work record.