Add Kanbanize to your AI agent
Kanbanize is designed to help advanced product teams apply the principles of Lean and Kanban to their work to maximize results.
- Things your agent can do in Kanbanize
- 24
Things your AI can do in Kanbanize
Your FormWise AI can handle any of these in Kanbanize — on its own, without you needing to click a button.
Add a comment to a card
PopularTool to add a comment to a Kanbanize card. Use when you need to add notes, updates, or any text-based information to an existing card.
Check Board Milestone
PopularTool to check if a milestone is available on the specified board. Use when you need to verify milestone existence on a specific board. Returns True if the milestone is available (HTTP 204), False if not found (HTTP 404).
Delete Workflow
PopularTool to delete a workflow for the specified board. Use when you need to permanently remove a workflow from a board.
Get Columns
PopularTool to get a list of columns for a specific board in Kanbanize. Use when you need to retrieve all columns configured for a board, including their workflow assignments, positions, limits, and display settings.
Get Custom Fields
PopularTool to retrieve a list of custom fields from Kanbanize with optional filtering. Use when you need to fetch custom field definitions, filter by field IDs, name, availability level, enabled status, types, or retrieve additional details like boards, card counts, and business rules.
Check User Is Card Watcher
Tool to check if a user is a watcher of a specific card. Use when you need to verify if a user is watching a card.
Delete Board
Tool to delete a board by its ID. Use when you need to permanently remove a board from Kanbanize. Note: The board must be archived before deletion.
Delete Card
Tool to delete a card from the Kanbanize board. Use when you need to permanently remove a card and all its associated data from the board.
Delete Tag
Tool to delete a tag from Kanbanize. Use when removing a tag and optionally replacing it with another tag for all affected cards.
Get Board Block Reasons
Tool to get a list of block reasons available on a board. Use when you need to retrieve available block reasons for a specific board.
Get Board Card Templates
Tool to retrieve a list of card templates available on a Kanbanize board. Use when you need to see what card templates are configured for a specific board.
Get Child Cards
Tool to retrieve a list of child cards for a specified parent card. Use when you need to view all cards that are children of a given parent card in the Kanbanize hierarchy.
Show 12 more things it can do
Get Column
Tool to get the details of a specific column from a Kanbanize board. Use when you need to retrieve column information such as name, WIP limit, card ordering, or workflow configuration.
Get Stickers
Tool to retrieve a list of stickers with optional filtering by sticker IDs, label, availability, and enabled status. Use when you need to fetch stickers from Kanbanize to apply to cards or to view available stickers in the system.
Get User
Tool to get the details of a specified user in Kanbanize. Use when you need to retrieve information about a user such as their username, email, real name, avatar, enabled status, language preferences, timezone, and other attributes.
Get workflow cycle time columns
Tool to retrieve workflow's cycle time columns from a Kanbanize board. Use when you need to identify which columns are included in cycle time calculations for a specific workflow.
Get Workspace Data Fields
Tool to retrieve a list of data fields available on a workspace. Use when you need to fetch all custom data fields configured for a specific Kanbanize workspace.
Remove Board Block Reason
Tool to make a block reason unavailable on a board. Use when you need to remove a specific block reason from a board's available options.
Remove Child Card
Tool to remove the link between a parent card and a child card. Use when you need to unlink a child card from its parent card in Kanbanize.
Set card block reason
Tool to block a Kanbanize card by setting a block reason. Use when you need to mark a card as blocked and specify the reason preventing progress.
Update Board Sticker
Tool to update the properties of a sticker for the specified board. Use when you need to modify usage limits for a sticker on a board or card.
Update Data Field Workspaces
Tool to add, update, or remove a data field on one or more workspaces via batch operations. Use when you need to configure data field availability and settings across multiple workspaces.
Update Lane Default Setting
Tool to update the default value of a specific lane setting in Kanbanize. Use when you need to modify default settings for a lane on a board.
Update Tag
Tool to update the specified tag in Kanbanize. Use when you need to modify tag properties like label, color, availability, or enabled status.
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 Kanbanize is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Kanbanize, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Kanbanize for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Kanbanize work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Kanbanize to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Kanbanize in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Kanbanize.
- 3
Hit "Connect"
Click "Connect Kanbanize" 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 Kanbanize
Build a quick AI Agent (it's like writing instructions, not code), and pick the Kanbanize actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Kanbanize for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Kanbanize 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 Kanbanize users had before signing up
Do I need to know how to code?
Not even a little. If you can use Kanbanize today, you can set this up. You'll connect Kanbanize, 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 Kanbanize 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 Kanbanize or delete everything any time.
What happens when Kanbanize updates their app?
We handle it. When Kanbanize 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 Kanbanize 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 Kanbanize — 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 Kanbanize on FormWise
Kanbanize is designed to help advanced product teams apply the principles of Lean and Kanban to their work to maximize results.
Connect Kanbanize once and your FormWise AI gets 24 things it can do inside it. That means your AI can handle the Kanbanize 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 Kanbanize? Take a look at kanbanize.com.
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Stop doing the Kanbanize 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.
