Add Breeze to your AI agent
Breeze is a project management software that helps teams plan, track, and collaborate on projects efficiently.
- Things your agent can do in Breeze
- 18
Things your AI can do in Breeze
Your FormWise AI can handle any of these in Breeze — on its own, without you needing to click a button.
Add Project People
PopularAdd people to a Breeze project by inviting them via email. This action invites one or more users to a project by their email addresses. The response returns the complete list of all users currently in the project (including the newly added ones). Use this when you need to give users access to a specific project.
Archive Project
PopularTool to archive a specific project. Use when you need to hide a completed or inactive project from active views after confirming its details.
Create Card
PopularTool to create a new card in a project. Use after confirming the project_id. Creates a task with details like name, due date, and assignees.
CREATE_LIST
PopularTool to create a new list (stage) in a Breeze project. Use when you've selected a project and need to add a new stage. Example: "Create a new Todo list for project 42."
Create Project
PopularCreates a new project in Breeze project management system. Use this action to initialize a new project with a given name. The newly created project will: - Be automatically assigned to the authenticated user as owner - Have default budget values set to 0 - Not be assigned to any workspace initially (can be configured later) - Not be archived by default Returns comprehensive project details including ID, timestamps, budget information, and user assignments.
Create Workspace
PopularTool to create a new workspace. Use after deciding on the workspace name.
Delete Card
PopularTool to delete a specific card (task) by its ID. Use when you need to remove a task permanently; deletions cannot be undone.
Delete Project
PopularTool to delete a specific project by ID. Use when you need to remove a project after confirming its ID.
Delete Person from Project
PopularTool to delete a person from a project by user ID. Use after confirming the project and user details. Example: "Delete user 456 from project 123".
Delete Workspace
PopularTool to delete a specific workspace by ID. Use when permanently removing a workspace after confirming the correct workspace ID.
Get Card
PopularTool to retrieve detailed info for a specific card (task) in a project. Use when you know the project_id and card_id and need all metadata like tags, users, todos, and time entries.
GET_CARDS
PopularTool to get all cards (tasks) for a specific project. Use after confirming the project exists. Example: "List all cards in project 42."
Show 6 more things it can do
Get Project
PopularTool to get a specific project by ID. Use when you need detailed project information after confirming the project ID. Example: "Get project 123 details".
Get Project People
PopularTool to get all users in a project. Use when you have a valid project ID and need to list its users.
Get Projects
PopularRetrieves a list of all active (non-archived) projects in Breeze. Returns comprehensive project details including budget, time tracking, assigned users, tags, and metadata. Use this action to: - Get an overview of all current projects - Find specific projects by browsing the list - Access project IDs for use with other project-related actions - Check project budgets, hours tracked, and team assignments Note: Only returns active projects. Use GET_ARCHIVED_PROJECTS to retrieve archived projects.
Get Workspace
PopularTool to get a specific workspace by ID. Use when you need workspace details including projects after confirming the workspace ID.
Get Workspaces
PopularTool to get all workspaces. Use when you need to list available workspaces for the authenticated user.
Move Card
PopularTool to move a card to a different stage or position. Use after confirming stage_id and prev_id.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Breeze is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Breeze, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Breeze for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Breeze work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Breeze to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Breeze in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Breeze.
- 3
Hit "Connect"
Click "Connect Breeze" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Breeze
Build a quick AI Agent (it's like writing instructions, not code), and pick the Breeze actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Breeze for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Breeze workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Breeze users had before signing up
Do I need to know how to code?
Not even a little. If you can use Breeze today, you can set this up. You'll connect Breeze, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Breeze login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Breeze or delete everything any time.
What happens when Breeze updates their app?
We handle it. When Breeze adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Breeze takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Breeze — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Breeze on FormWise
Breeze is a project management software that helps teams plan, track, and collaborate on projects efficiently.
Connect Breeze once and your FormWise AI gets 18 things it can do inside it. That means your AI can handle the Breeze work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Breeze? Take a look at www.breeze.pm.
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Stop doing the Breeze work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.