Add Retable to your AI agent
Retable is a collaborative spreadsheet and database platform for organizing workspaces, projects, tables, columns, rows, and files.
- Things your agent can do in Retable
- 11
Things your AI can do in Retable
Your FormWise AI can handle any of these in Retable — on its own, without you needing to click a button.
Add Columns
Append one or more typed columns to a table and return the complete resulting column list.
Delete Columns
Permanently delete one or more columns and their cell data, then return the complete remaining column list.
Delete Rows
Permanently delete one or more rows from a table; missing row IDs are ignored and count as zero deletions.
Get Rows
Return all rows or up to 50 selected rows using stable column IDs or title-keyed fields.
Get Table
Get one table's metadata, column IDs and types, and views before reading or changing its data.
Insert Rows
Insert one or more rows into a table in one request and return the created rows with their IDs.
List Project Tables
List tables in one Retable project with their IDs, columns, and parent workspace and project IDs.
List Workspace Projects
List projects accessible in one workspace, including project IDs needed to discover tables.
List Workspaces
List workspaces visible to the connected Retable account, including each workspace ID needed to discover projects.
Search Rows
Search a table for a value in a primary column and return matching rows from an optional starting offset. For text columns, Retable matches the full cell value rather than partial text.
Update Rows
Update cells in one or more existing rows in one request and return the updated row 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 Retable is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Retable, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Retable for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Retable work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Retable to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Retable in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Retable.
- 3
Hit "Connect"
Click "Connect Retable" 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 Retable
Build a quick AI Agent (it's like writing instructions, not code), and pick the Retable actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Retable for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Retable 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 Retable users had before signing up
Do I need to know how to code?
Not even a little. If you can use Retable today, you can set this up. You'll connect Retable, 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 Retable 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 Retable or delete everything any time.
What happens when Retable updates their app?
We handle it. When Retable 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 Retable 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 Retable — 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 Retable on FormWise
Retable is a collaborative spreadsheet and database platform for organizing workspaces, projects, tables, columns, rows, and files.
Connect Retable once and your FormWise AI gets 11 things it can do inside it. That means your AI can handle the Retable 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 Retable? Take a look at www.retable.io.
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Stop doing the Retable 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.