Add Grist to your AI agent
Grist is a relational spreadsheet platform that combines the flexibility of a spreadsheet with the robustness of a database, allowing users to create custom applications tailored to their data needs.
- Things your agent can do in Grist
- 30
Things your AI can do in Grist
Your FormWise AI can handle any of these in Grist — on its own, without you needing to click a button.
Add Records
PopularAdd one or more records to a Grist table. First use GRIST_LIST_WORKSPACES to get docId, GRIST_LIST_TABLES to get tableId, and GRIST_LIST_COLUMNS to get column IDs for the fields mapping.
Delete Grist Table Records
PopularTool to delete records from a specified Grist table. Use when you need to remove specific rows by their IDs. Use after confirming the row IDs exist.
Fetch Document Metadata
PopularTool to fetch metadata for a specified Grist document. Use after obtaining the document ID.
Fetch Table Metadata
PopularTool to retrieve metadata for a specified table in a Grist document. Use when you need to inspect table schema details before data operations.
Get Org Access
PopularRetrieves the list of users who have access to a Grist organization along with their access roles (owners, editors, viewers). Use this to find user IDs, emails, or check access permissions within an organization. Useful for user management tasks.
Get Users
PopularTool to retrieve a list of users via SCIM v2. Use when you need to page through and filter enterprise users in Grist.
List Records
PopularTool to retrieve records from a specified table within a Grist document. Use when you need to fetch rows by applying optional filters, sorting, limits, or hidden columns. Example: list records where pet is 'cat' sorted by '-age'.
List Tables
PopularTool to list all tables within a specified document. Use after obtaining the document ID to retrieve its tables.
Run SQL Query
PopularTool to execute a read-only SQL SELECT query on a Grist document. Use after confirming the document ID and preparing a valid SQL SELECT statement.
Update Records
PopularUpdate existing records in a Grist table by their row IDs. Use this tool to modify field values for one or more records in a specified document and table. First use GRIST_LIST_RECORDS to obtain the record IDs you want to update. Supports batch updates - you can update multiple records in a single call. The API uses PATCH semantics, meaning only specified fields are updated; unspecified fields remain unchanged. IMPORTANT: When updating multiple records in a batch, all records must specify the exact same set of field names (e.g., if updating Name and Age for record 1, you must also update Name and Age for record 2).
Create Document
Creates a new Grist document in a specified workspace. Use this tool when you need to add a new spreadsheet document to a workspace. Requires a valid workspace ID (obtainable via GRIST_LIST_WORKSPACES) and a document name.
Create SCIM User
Tool to create a new SCIM user. Use when provisioning new user accounts via SCIM. Run after gathering all required user details.
Show 18 more things it can do
Create Table
Tool to create tables in a document. Use after confirming the document ID. Creates one or more tables with specified columns in the given document.
Create Document Webhook
Tool to create a new webhook for a specified document. Use when you need to register webhook endpoints for document events in Grist. Run after confirming document ID.
Remove Unused Attachments
Remove unused attachments from a Grist document to free up storage space. IMPORTANT: This action removes ALL attachments that are not currently referenced by any cell in the document. It does NOT delete a specific attachment by ID. To remove a specific attachment: 1. First remove its reference from the Attachments column cell that contains it 2. Then call this action to clean up the now-unreferenced file Attachments become "unused" when they are no longer referenced by any Attachments-type cell. Grist normally retains unreferenced attachments for a period to allow undo operations. This action removes them immediately (or only expired ones if expired_only=true).
Delete Column
Tool to delete a column from a Grist document table. Use after confirming document, table, and column IDs.
Delete SCIM User
Delete a user from the Grist organization by their numeric user ID. Use GRIST_GET_USERS first to find the user's ID. Falls back to org access API if SCIM is not enabled. Note: Cannot delete your own account.
Delete Webhook
Permanently removes a webhook from a Grist document. Use this tool when you need to stop receiving notifications for document changes. First use GRIST_LIST_WEBHOOKS to find the webhook_id you want to delete. This action is destructive and cannot be undone.
Download All Attachments Archive
Download all attachments from a Grist document as a single archive file (.zip or .tar). Use this to bulk-download attachments. Ensure the document has attachments before calling (check with GRIST_LIST_ATTACHMENTS). Returns an empty archive if no attachments exist.
Download Attachment
Download a file attachment from a Grist document. Returns the file content as a downloadable file. Use GRIST_LIST_ATTACHMENTS first to get valid attachment IDs.
List Attachments
Tool to list all attachments in a Grist document. Use after confirming the document ID to retrieve attachment metadata.
List Columns
Tool to list all columns in a specified Grist table. Use after selecting the document and table to inspect column metadata.
List Organizations
Tool to list all organizations accessible to the authenticated user. Use when you need to select a Grist organization for subsequent operations.
List Webhooks
List all webhooks configured for a Grist document. Returns webhook configuration details (URL, event types, table binding) and delivery status information. Use this to inspect, audit, or manage webhooks for a document. Requires a valid document ID obtained from GRIST_LIST_WORKSPACES or GRIST_CREATE_DOCUMENT.
List Workspaces
Tool to list all workspaces and documents accessible to the authenticated user on the current site. Use when you need to select a workspace or document for subsequent operations.
Update Column Metadata
Updates metadata (label, type, description, formula, etc.) for one or more columns in a Grist table. Use List Columns first to get valid column IDs. Warning: changing 'label' may rename the column ID unless 'untieColIdFromLabel' is set to true.
Update Document Metadata
Tool to update metadata for a specified Grist document. Use when you need to rename or pin/unpin a document after obtaining its ID.
Update Table Metadata
Update metadata properties for a table in a Grist document. Currently the main updatable property is 'onDemand' which controls lazy loading of table data. Use List Tables to find valid table IDs first.
Update Webhook
Update an existing webhook configuration for a Grist document. Use to modify webhook settings such as URL, event types, enabled status, or target table. Requires valid document ID (from GRIST_LIST_WORKSPACES) and webhook ID (from GRIST_LIST_WEBHOOKS). Only provided fields will be updated; omitted fields remain unchanged.
Upload Attachment
Upload one or more file attachments to a Grist document. Returns attachment IDs that can be used to link files to records in Attachments-type columns. First use GRIST_LIST_WORKSPACES to get a valid document 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 Grist is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Grist, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Grist for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Grist work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Grist to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Grist in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Grist.
- 3
Hit "Connect"
Click "Connect Grist" 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 Grist
Build a quick AI Agent (it's like writing instructions, not code), and pick the Grist actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Grist for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Grist 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 Grist users had before signing up
Do I need to know how to code?
Not even a little. If you can use Grist today, you can set this up. You'll connect Grist, 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 Grist 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 Grist or delete everything any time.
What happens when Grist updates their app?
We handle it. When Grist 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 Grist 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 Grist — 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 Grist on FormWise
Grist is a relational spreadsheet platform that combines the flexibility of a spreadsheet with the robustness of a database, allowing users to create custom applications tailored to their data needs.
Connect Grist once and your FormWise AI gets 30 things it can do inside it. That means your AI can handle the Grist 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 Grist? Take a look at www.getgrist.com.
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Stop doing the Grist 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.