Add Productboard to your AI agent
Productboard is a product management platform that gathers feedback, prioritizes features, and aligns roadmaps based on customer insights and strategic goals
- Things your agent can do in Productboard
- 99
Things your AI can do in Productboard
Your FormWise AI can handle any of these in Productboard — on its own, without you needing to click a button.
Create Company in Productboard
PopularTool to create a new company in Productboard. Use when you need to add a company record after gathering its details and optional metadata.
Create Company Custom Field
PopularTool to create a new custom field for companies. Use when you need to define custom company attributes in Productboard after confirming the field schema.
Create Component
PopularTool to create a new (sub)component under a product or component. Use after determining the parent component ID.
Create Entity (v2)
PopularTool to create a new entity in Productboard using the v2 API. Use when you need to create products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups.
Create Feature
PopularTool to create a new feature or subfeature in Productboard. Use when you need to add a feature to a product or component, or create a subfeature under an existing feature.
Create Note (v2)
PopularTool to create a new note in Productboard using the v2 API. Use when you need to create simple text notes or conversation-style notes with optional relationships to customers, companies, or external links.
Create Objective
PopularTool to create a new objective in Productboard. Use when you need to create a strategic objective with optional details like owner, parent, status, and timeframe.
Create Release
PopularTool to create a new release in Productboard. Use when you need to create a release with a name, description, and assigned release group.
Create User
PopularTool to create a new user in Productboard. Use when you need to add a user with email, name, and/or external identifier.
Create Webhook Subscription
PopularTool to create a new webhook subscription. Use when you need to register a public endpoint to receive webhooks from Productboard.
Get Component
PopularTool to retrieve details of a specific component. Use when you have the component ID to fetch its full details including description, parent hierarchy, owner, and timestamps.
Get Hierarchy Entity Custom Field
PopularTool to retrieve a specific custom field definition for hierarchy entities. Use when you have a custom field ID to fetch its complete details including type, name, description, and options.
Show 87 more things it can do
Get Notes Configuration V2
PopularTool to retrieve note configuration by type (simple, conversation, or opportunity). Use when you need to understand the fields, relationships, and constraints for a specific note type.
Get Objective
PopularTool to retrieve details of a specific objective. Use when you have the objective ID to fetch its full details including name, description, status, timeframe, and owner.
List Companies
PopularTool to list companies. Use when you need a paginated list of companies with optional filters.
List Custom Field Values
PopularLists custom field values for hierarchy entities (products, components, features) in Productboard. Returns only non-empty values. Filter by custom field type or specific field ID. Combine filters to narrow results (e.g., get specific field values for a specific entity). Use links.next for pagination if more results exist.
List Custom Fields
PopularLists custom field definitions for hierarchy entities (Products, Components, Features). Returns metadata about custom fields (name, type, description) but not their values. Use this to discover available custom fields before querying their values for specific entities.
List Entities V2
PopularTool to list entities from Productboard using the v2 API. Use when you need a paginated list of PM entities (products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups) with optional filters.
List Feature Initiatives
PopularTool to list initiatives linked to a given feature. Use when you need to retrieve all initiatives associated with a feature after confirming its ID.
List Feature Objectives
PopularLists all objectives (OKRs) linked to a top-level feature. Returns objective IDs and hypermedia links. Note: This endpoint only works with top-level features, not subfeatures. Use PRODUCTBOARD_LIST_FEATURES to obtain valid feature IDs first.
List Feature Release Assignments
PopularTool to list feature–release assignments. Use when you need to retrieve assignments for a specific feature or release with optional state or date filters; paginate using links.next.
List Feature Statuses
PopularTool to list feature statuses. Use when you need to retrieve all feature status records in a paginated form. Follow 'links.next' for additional pages.
List Feedback Form Configurations
PopularTool to list feedback form configurations. Use when you need a paginated list of feedback form configurations.
List Initiatives
PopularTool to list initiatives from Productboard. Use when you need a paginated list of initiatives with optional filters for archived status, owner, and status. Follow 'links.next' URL to retrieve additional pages.
List Jira Integrations
PopularTool to list Jira integrations. Use when you need to retrieve Productboard's connected Jira integrations with optional pagination.
List Key Results
PopularList key results from Productboard. Key results are measurable outcomes that track progress toward objectives. Use this action to: - Get all key results in the workspace - Filter key results by parent objective, status, owner, or archived state - Track progress on objectives through their associated key results Returns paginated results with comprehensive details including progress metrics, ownership, and status. Note: If key results are not enabled in the workspace, this returns an empty list gracefully.
List Notes V2
PopularTool to retrieve a paginated list of notes from Productboard using the v2 API. Use when you need to list notes with advanced filtering by archived/processed status, owner, creator, source, or date ranges. Supports field selection to optimize response size.
List Objective Linked Features
PopularLists all features linked to a specific objective. Returns feature IDs and hypermedia links for each linked feature.
List Objective Linked Initiatives
PopularTool to list initiatives linked to a specific objective. Use when you need to retrieve all initiatives associated with an objective after confirming its ID.
List Plugin Integrations
PopularList all plugin integrations in the Productboard workspace. Plugin integrations allow you to add columns to the Productboard Features board that integrate with third-party systems (e.g., Jira, GitHub). They enable a "push button" workflow to send features to external systems. Returns a paginated list of plugin integration objects, each containing id, name, and description. Use the links.next URL in pageUrl parameter to fetch subsequent pages.
List Releases
PopularTool to list all releases in Productboard. Use when you need a paginated list of releases; follow links.next for more pages.
List Users
PopularRetrieves a paginated list of all users in the Productboard workspace. Returns user details including id, name, email, externalId, and companyId. The API paginates results (up to 100 users per page). Use the 'next' URL from the response links to fetch subsequent pages if available.
Retrieve Company
PopularTool to retrieve details of a specific company. Use when you have the company ID to fetch its full details.
Retrieve Product
PopularTool to retrieve details of a specific product. Use when you have the product ID to fetch its full details.
Retrieve User
PopularTool to retrieve details of a specific user. Use when you have the user ID to fetch its full details.
List SCIM Users
PopularTool to list users via SCIM. Use when checking for existing users before creation.
Search Entities V2
PopularTool to search for entities across Productboard using the v2 API. Use when you need to find entities by various criteria like IDs, name, type, status, owner, parent, or archived status. Supports pagination for large result sets.
Set Feature Release Assignment
PopularTool to update a feature release assignment. Use when you need to assign a feature to a release (set assigned=true) or remove it from a release (set assigned=false).
Update Company
PopularTool to update an existing company in Productboard. Use when you need to modify company details such as name, description, domain, or source metadata.
Update Component
PopularTool to update an existing component. Use when you need to modify component name, description, owner, or parent entity.
Update Note V2
PopularTool to update a note using the v2 API. Supports two update methods: direct field updates via 'fields' parameter or granular patch operations via 'patch' parameter. Use 'fields' for simple updates (e.g., changing name), and 'patch' for array operations like adding/removing tags.
Update Objective
PopularTool to update an existing objective in Productboard. Use when you need to modify objective properties such as name, description, owner, status, timeframe, or archive state.
Update Product
PopularTool to update a product in Productboard. Use when you need to modify a product's name, description, or owner.
Update Release
PopularTool to update an existing release in Productboard. Use when you need to modify release properties such as name, description, state, archived status, release group, or timeframe.
Update User
PopularTool to update a user's information. Use when you need to modify a user's name, email, or external ID.
Add Note Followers
Tool to add multiple followers to a Productboard note. Use when you need to bulk-add existing users as followers to a specific note by their email addresses.
Add Note Tag
Adds a tag to a Productboard note for categorization and organization. Use this action to apply tags to notes based on their content, priority, source, or any other classification criteria. Tags help organize and filter notes in Productboard. If the specified tag doesn't exist in the workspace, it will be automatically created. Tags are case-sensitive. Common use cases: - Categorize notes by priority (e.g., "Urgent", "High Priority") - Label feature requests vs. bugs (e.g., "feature-request", "bug") - Mark notes for review stages (e.g., "needs review", "approved") - Associate notes with time periods (e.g., "Q1-2026", "Sprint-5")
Create Entity Relationship
Tool to create a relationship between two entities in Productboard. Use when you need to establish a parent, child, link, or dependency relationship between entities.
Create Feature-Objective Link
Tool to create a link between a feature and an objective (OKR). Use when associating a feature with a specific objective to track alignment.
Create Note Link
Tool to create a link between a note and an entity. Use when associating a note with a productboard entity.
Create Objective-Feature Link
Tool to create a new link between an objective and a feature. Use when associating a feature with an objective (OKR).
Delete Company
Tool to delete a specific company. Use when you have confirmed the company ID and need to remove it from Productboard.
Delete Company Field
Tool to delete a specific company custom field. Use after confirming the field ID and ensuring no dependencies remain.
Delete Custom Field Value
Tool to delete a custom field value from a hierarchy entity in Productboard. Use when you need to remove a custom field value from a product, component, or feature after confirming the field and entity IDs.
Delete Entity Relationship
Tool to delete a relationship between two entities. Use when you need to remove a specific relationship type between entities in Productboard.
Delete Entity V2
Tool to delete a PM entity using the v2 API. Use when you need to permanently remove an entity from Productboard. Returns 204 on success.
Delete Feature
Tool to delete a specific feature. Use when you have confirmed the feature ID and deleted its subfeatures before removal.
Delete Feature Objective Link
Tool to delete a link between a feature and an objective. Use when you need to remove the association between a specific feature and objective.
Delete Initiative
Tool to delete a specific initiative. Use when you have confirmed the initiative ID and need to permanently remove it from Productboard.
Delete Key Result
Tool to delete a specific key result from Productboard. Use when you need to remove a key result that is no longer relevant or was created in error.
Delete Note Tag
Tool to remove a tag from a Productboard note. Use when you need to detach a specific tag from a note after tagging.
Delete Note Relationship
Tool to delete a note relationship. Use when you need to remove a specific relationship between a note and another entity (customer or link) in Productboard.
Delete Note V2
Tool to delete a note using the v2 API. Permanently removes the note and all its associated data. Returns 204 on success.
Delete Objective
Tool to delete a specific objective from Productboard. Use when you have confirmed the objective ID and need to permanently remove it.
Delete Objective-Feature Link
Tool to delete a link between an objective and a feature. Use when you need to remove the association between a specific objective and feature.
Delete Release
Tool to delete a specific release. Use when you have confirmed the release ID and need to remove it from Productboard.
Delete User
Tool to delete a specific user. Use when you have confirmed the user ID and need to remove it from Productboard.
Delete Webhook Subscription
Tool to delete a webhook subscription. Use when you need to remove a webhook subscription from Productboard.
Get Custom Field Value
Tool to retrieve a custom field's value for a specific hierarchy entity. Use when you need to get the current value of a custom field on a product, component, or feature.
Get Entity Configuration
Tool to retrieve entity configuration for a specific type. Use when you need to understand the structure, fields, and relationships available for an entity type in Productboard.
Get Entity V2
Tool to retrieve a PM entity using the v2 API. Use when you need to fetch details of a specific entity by its UUID. Returns entity data with optional field filtering.
Get Feature Release Assignment
Tool to retrieve a specific feature release assignment. Use when you need to check if a particular feature is assigned to a specific release. Returns assignment status (true/false) and entity references.
Get Note V2
Tool to retrieve a note using the v2 API. Use when you need to fetch details of a specific note by its UUID.
Get Release
Tool to retrieve details of a specific release by ID. Use when you need complete information about a single release.
Get Release Group
Tool to retrieve details of a specific release group. Use when you have the release group ID to fetch its full details.
Get Webhook Subscription
Tool to retrieve details of a specific webhook subscription. Use when you have the webhook ID to fetch its complete configuration.
List Analytics Member Activities V2
Tool to retrieve member activity analytics data from Productboard. Use when you need to analyze member engagement metrics, activity patterns, or usage statistics. Supports date-range filtering and pagination.
List Company Custom Fields
Lists all custom field definitions for companies in your Productboard workspace. This endpoint returns metadata about company custom fields (field schemas), not the actual values. Use this to discover available company fields before setting or retrieving field values. Returns field ID, name, type, and optional description/settings for each field.
List Entities Configurations V2
Tool to retrieve configurations for all entity types in Productboard. Use when you need to understand available fields, relationships, and metadata for entity types like features, components, products, etc.
List Entity Relationships
Tool to retrieve relationships for an entity in Productboard. Use when you need to find parent, child, or link relationships between entities.
List Note Tags
Tool to retrieve all tags associated with a specific Productboard note. Use when you need to view the current tags applied to a note for filtering, categorization, or analysis purposes.
List Notes Configurations V2
Tool to list note configurations from Productboard v2 API. Use when you need to discover available fields, relationships, and validation rules for different note types (simple, conversation, opportunity, feature, initiative).
List Note Links
Tool to list links associated with a note. Returns entities (products, components, features, or subfeatures) linked to the specified note.
List Note Relationships V2
Tool to retrieve relationships associated with a note. Returns entities (users, companies, features, components, products) linked to the specified note via customer or link relationships.
List Release Groups
Lists all release groups in the Productboard workspace. Release groups allow organizing multiple sets of releases (e.g., sprints, development cycles, internal releases, or marketing launches). Use this action to discover available release groups, their IDs, names, and whether they are archived. Returns the first 100 release groups. Follow the 'links.next' URL to retrieve additional pages if more than 100 groups exist.
List Webhook Subscriptions
Tool to list all webhook subscriptions. Use when you need to retrieve all registered webhook endpoints and their configurations.
Remove Note Follower
Tool to remove a follower from a Productboard note. Use after confirming the note ID and follower email are correct.
Retrieve Company Field
Tool to retrieve details of a specific company custom field. Use when you have the custom field ID and need its metadata.
Retrieve Company Field Value
Tool to retrieve a specific company custom field value. Use when you need the current value of a custom field for a given company by its IDs.
Retrieve Feature
Tool to retrieve details of a specific feature. Use when you need complete info on one feature.
Set Company Field Value
Tool to set or replace a specific company custom field's value. Use when you need to update a company's custom field after confirming the field ID and ensuring the new value matches the field type.
Set Custom Field Value
Tool to set a custom field value on a hierarchy entity. Use when you need to update a product, component, or feature field with a specific value after confirming the field and entity IDs.
Set Entity Parent Relationship
Tool to set parent relationship on an entity. Use when establishing hierarchical relationships between entities in Productboard.
Set Features
Tool to update a feature by ID. Use when you need to modify feature properties like name, description, status, parent, timeframe, or archived flag.
Set Note Customer Relationship
Tool to set a customer relationship on a note in Productboard. Use when you need to associate a note with a user or company customer entity.
Set Product
Tool to update a product using PUT method in Productboard. Use when you need to modify a product's name, description, or owner with full replacement semantics.
Update Company Custom Field
Tool to update a company custom field name. Use when you need to rename an existing company custom field in Productboard.
Update Entity V2
Tool to update a PM entity using the v2 API. Use when you need to modify entity fields or apply patch operations to products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups.
Update Features
Tool to update a feature in Productboard. Use when modifying feature details like name, description, status, owner, parent, or timeframe.
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 Productboard is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Productboard, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Productboard for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Productboard work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Productboard to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Productboard in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Productboard.
- 3
Hit "Connect"
Click "Connect Productboard" 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 Productboard
Build a quick AI Agent (it's like writing instructions, not code), and pick the Productboard actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Productboard for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Productboard 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 Productboard users had before signing up
Do I need to know how to code?
Not even a little. If you can use Productboard today, you can set this up. You'll connect Productboard, 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 Productboard 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 Productboard or delete everything any time.
What happens when Productboard updates their app?
We handle it. When Productboard 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 Productboard 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 Productboard — 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 Productboard on FormWise
Productboard is a product management platform that gathers feedback, prioritizes features, and aligns roadmaps based on customer insights and strategic goals
Connect Productboard once and your FormWise AI gets 99 things it can do inside it. That means your AI can handle the Productboard 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 Productboard? Take a look at www.productboard.com.
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Stop doing the Productboard 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.
