Add Flatfile to your AI agent
Flatfile is a data exchange platform for collecting, validating, transforming, and managing structured data across collaborative workflows.
- Things your agent can do in Flatfile
- 12
Things your AI can do in Flatfile
Your FormWise AI can handle any of these in Flatfile — on its own, without you needing to click a button.
Delete Records
Permanently delete one to 100 explicitly identified records from one Flatfile sheet. This action never performs an unfiltered delete. Flatfile hooks are disabled, so these deletions do not trigger hook-driven workflows.
Get Job
Get detailed status, outcome, result, and diagnostic information for one Flatfile asynchronous job.
Get Sheet
Get one sheet's field configuration and record counts before reading or writing records.
Get Space
Get safe metadata for one Flatfile space without exposing transient access credentials or token-bearing guest links.
Insert Records
Insert one or more rows into a Flatfile sheet using simple field-key to value objects. Returns Flatfile's success receipt and commit ID, not created record IDs. Use List Records separately when later work requires IDs; only attribute matches that are unambiguous for caller-controlled unique values. Hooks are disabled for this mutation.
List Environments
List Flatfile environments visible to the connected environment secret key and return the IDs needed to find spaces.
List Files
Discover import or export files and their processing status, optionally within a Flatfile space.
List Jobs
Find asynchronous Flatfile jobs by environment, space, workbook, file, or parent job and inspect progress at a glance.
List Records
Read one page of records from a Flatfile sheet, optionally filtering by validity, field, record ID, search value, or FFQL expression.
List Spaces
Find Flatfile spaces by environment, text, namespace, archive state, or template status.
List Workbooks
List workbooks, optionally within a space, with their nested sheets so an agent can continue to sheet and record tasks.
Update Records
Update one or more existing Flatfile records by ID using simple field-key to value objects. Flatfile hooks are disabled, so these updates do not trigger hook-driven workflows.
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 Flatfile is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Flatfile, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Flatfile for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Flatfile work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Flatfile to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Flatfile in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Flatfile.
- 3
Hit "Connect"
Click "Connect Flatfile" 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 Flatfile
Build a quick AI Agent (it's like writing instructions, not code), and pick the Flatfile actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Flatfile for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Flatfile 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 Flatfile users had before signing up
Do I need to know how to code?
Not even a little. If you can use Flatfile today, you can set this up. You'll connect Flatfile, 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 Flatfile 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 Flatfile or delete everything any time.
What happens when Flatfile updates their app?
We handle it. When Flatfile 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 Flatfile 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 Flatfile — 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 Flatfile on FormWise
Flatfile is a data exchange platform for collecting, validating, transforming, and managing structured data across collaborative workflows.
Connect Flatfile once and your FormWise AI gets 12 things it can do inside it. That means your AI can handle the Flatfile 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 Flatfile? Take a look at flatfile.com.
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Stop doing the Flatfile 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.