Add Oboard to your AI agent
Oboard is an objectives and key results platform for managing goals, progress, teams, and workspaces.
- Things your agent can do in Oboard
- 32
Things your AI can do in Oboard
Your FormWise AI can handle any of these in Oboard — on its own, without you needing to click a button.
Add Users to Group
Add one or more existing Oboard users to a group. Use only when the connected deployment exposes group membership management; Web app connections reject this operation.
Create Check-In
Create a check-in that records a progress value, status, or comment for an Oboard element. When checkin_date is supplied, Oboard stores its UTC calendar day and may replace the time with 23:59:59.000Z.
Create Element
Create an Oboard objective, key result, or Jira-linked element in a workspace and interval. Oboard requires integer manual start-date and due-date states plus grade mode 1 (automatic) or 2 (manual).
Create Element Value
Create a dated numeric value for an Oboard element. value_date is required in YYYY-MM-DD format and cannot be after the current UTC date. Oboard returns only a confirmation string, not the created value ID; use LIST_ELEMENT_VALUES to identify the resulting record.
Create Group
Create an Oboard group in selected workspaces or all workspaces.
Create Strategic Component
Create an Oboard strategic component with its ordering, type, workspace placement, and element rules. Oboard documents no delete action for a created strategic component, so creation may be permanent.
Delete Element
Delete one Oboard element and optionally its nested objectives.
Delete Element Value
Delete one dated value record from an Oboard element.
Delete Group
Delete one Oboard group, optionally deleting its users too.
Get Element
Retrieve one current Oboard element by its numeric ID.
List Child Elements
List and filter current child elements below a parent, including manual-weight metadata, one page at a time.
List Confidence Levels
List Oboard confidence-level IDs and names, optionally restricted to accessible workspaces.
Show 20 more things it can do
List Custom Fields
List Oboard custom-field definitions across accessible workspaces.
List Element Comments
Retrieve comments for one or more Oboard elements. Date bounds are inclusive and are enforced locally because Oboard does not consistently apply them.
List Element Progress History
Retrieve dated progress values for multiple Oboard elements, one page at a time.
List Element Values
List all dated values recorded for one Oboard element.
List Elements
List and filter current Oboard objectives, key results, and Jira-linked elements, one page at a time.
List Groups
List current Oboard groups and their workspace, permission, synchronization, and user-count metadata.
List Intervals
List planning intervals, dates, and open or backlog state for one workspace.
List Labels
List current Oboard labels, optionally filtered by name.
List Strategic Components
List current Oboard strategic components, optionally filtered by component or workspace IDs.
List Users
Search current Oboard users across workspaces, roles, and groups, one page at a time.
List Workspaces
List workspaces accessible to the connected Oboard API token.
Remove Users from Group
Remove one or more existing Oboard users from a group. Use only when the connected deployment exposes group membership management; Web app connections reject this operation.
Replace Element
Update an existing Oboard element through its broad PUT operation, which can set editable metadata, hierarchy, progress, assignments, integer manual-date states, and privacy in one call. The request sends the element ID and only optional fields you provide; explicit null values are sent, while omitted fields are not sent, and Oboard does not document whether omission preserves or resets them.
Replace Group
Replace the settings, workspace links, platform links, and membership list of an existing Oboard group. Use only when the connected deployment exposes group management; Web app connections reject this operation.
Search Check-Ins
Search check-ins for selected elements and optionally include element or comment details, one page at a time.
Update Check-In
Update an existing Oboard check-in's progress value, status, or comment. At least one change is required. When checkin_date is supplied, Oboard stores its UTC calendar day and may replace the time with 23:59:59.000Z. When it is omitted or null, Oboard chooses the resulting date.
Update Element Properties
Update one or more named properties on an existing Oboard element without replacing the complete element.
Update Element Value
Update the numeric value of one Oboard element-value record. Oboard documents new_value as optional and nullable; this action requires it so the call can perform an agent-observable update. The provider returns only a confirmation string; value_id remains the record identifier.
Update Strategic Component
Update an existing Oboard strategic component's identity, ordering, and element rules. This changes a shared hierarchy component that can affect elements across its workspaces.
Update User Roles
Bulk update users' workspace roles. This changes user authorization; use only with the intended account, workspace, and role IDs.
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 Oboard is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Oboard, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Oboard for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Oboard work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Oboard to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Oboard in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Oboard.
- 3
Hit "Connect"
Click "Connect Oboard" 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 Oboard
Build a quick AI Agent (it's like writing instructions, not code), and pick the Oboard actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Oboard for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Oboard 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 Oboard users had before signing up
Do I need to know how to code?
Not even a little. If you can use Oboard today, you can set this up. You'll connect Oboard, 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 Oboard 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 Oboard or delete everything any time.
What happens when Oboard updates their app?
We handle it. When Oboard 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 Oboard 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 Oboard — 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 Oboard on FormWise
Oboard is an objectives and key results platform for managing goals, progress, teams, and workspaces.
Connect Oboard once and your FormWise AI gets 32 things it can do inside it. That means your AI can handle the Oboard 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 Oboard? Take a look at oboard.io.
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Stop doing the Oboard 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.