Add Float to your AI agent
Float is a resource management and project planning platform for scheduling teams, managing project capacity, tracking time, and reporting on utilization.
- Things your agent can do in Float
- 10
Things your AI can do in Float
Your FormWise AI can handle any of these in Float — on its own, without you needing to click a button.
Create Allocation
Schedule work on a Float project for one or more people, or leave it unassigned, with optional phase, status, notes, and recurrence. Supplying a project-task name may create that project-task definition when none matches.
Create Project
Create a Float project with core scheduling and classification fields. This tool intentionally excludes rates, currencies, budgets, and project-team replacement operations.
Get People Capacity Report
Return person-level capacity, scheduled, unscheduled, time-off, billable, and non-billable totals for a required date range.
Get Project
Retrieve one Float project by ID, optionally including its phases, project tasks, team, expenses, or currency details.
Get Project Utilization Report
Return project-level scheduled, logged, billable, non-billable, budget, and utilization totals for a required date range, optionally for one project.
List Allocations
Find scheduled allocations in Float by project, person, client, phase, project task, date range, billing state, status, or recurrence.
List People
Find active people on the Float schedule by default, or filter for archived or all people, employee type, department, tags, and related account details.
List Projects
Find Float projects by code, client, lifecycle state, billing state, status, or tags, optionally including planning details such as phases, tasks, team, and currency.
Update Allocation
Reschedule or revise selected fields of a Float allocation. Sends only fields explicitly supplied by the caller and preserves Float task IDs in the result. Supplying a project-task name may create that project-task definition when none matches.
Update Project
Update selected core identity, schedule, lifecycle, and tag fields on a Float project. This tool does not expose financial configuration or project-team replacement and removal operations.
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 Float is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Float, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Float for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Float work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Float to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Float in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Float.
- 3
Hit "Connect"
Click "Connect Float" 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 Float
Build a quick AI Agent (it's like writing instructions, not code), and pick the Float actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Float for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Float 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 Float users had before signing up
Do I need to know how to code?
Not even a little. If you can use Float today, you can set this up. You'll connect Float, 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 Float 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 Float or delete everything any time.
What happens when Float updates their app?
We handle it. When Float 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 Float 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 Float — 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 Float on FormWise
Float is a resource management and project planning platform for scheduling teams, managing project capacity, tracking time, and reporting on utilization.
Connect Float once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the Float 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 Float? Take a look at www.float.com.
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Stop doing the Float 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.