Add Rize to your AI agent
Rize is an AI-powered time tracking and productivity tool that automatically tracks your work time and provides insights.
- Things your agent can do in Rize
- 8
Things your AI can do in Rize
Your FormWise AI can handle any of these in Rize — on its own, without you needing to click a button.
Create API Key
Create a new API key for the partner. Use this action when you need to generate a new API key for authentication with the Rize API. The API key is created server-side and returned in the response. Note: This action does not require any input parameters. Simply call execute with an empty request body to generate a new API key.
Create Card
Creates a new card in the Rize system. Use this action when you need to create a new card for a cardholder. The card will be associated with the specified partner financial account. Card creation is irreversible once processed — ensure all parameters are correct before execution.
Create Cardholder
Creates a new cardholder in the Rize system. Use this action when you need to register a new cardholder with their personal information, addresses, and tax identification. This action is irreversible once processed.
Create a Rize counterparty
Creates a new Counterparty in the Rize system. A counterparty represents an external party (such as a vendor, supplier, or business partner) that can receive transfers from your account. Use when setting up external payment recipients or business transfer partners. This action is idempotent based on the external_uid. If a counterparty with the same external_uid already exists, the existing record may be returned.
Create Partner Financial Account
Create a new financial account for an existing partner in the Rize admin API. Use this action when you need to provision a new financial account (such as a bank account) for a partner organization that already exists in the Rize platform. This action creates the financial account on the partner record. The account will be associated with the specified financial provider.
Create User
Creates a new user in the Rize system. Use this action when you need to register a new user with their email, name, and role. Optionally, cardholder information can be provided to associate a cardholder profile with the user.
Get Cardholder
Retrieve detailed information about a specific cardholder using their unique identifier. Use this action when you need to fetch cardholder profile data including name, contact information, addresses, and demographic details.
Get Virtual Card Image
Retrieves the virtual card image asset. Returns the image representation of a virtual debit card which can be displayed in mobile or web applications. Use this action when you need to fetch the visual representation of a virtual debit card for display purposes. This action is read-only and does not modify any card data.
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 Rize is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Rize, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Rize for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Rize work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Rize to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Rize in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Rize.
- 3
Hit "Connect"
Click "Connect Rize" 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 Rize
Build a quick AI Agent (it's like writing instructions, not code), and pick the Rize actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Rize for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Rize 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 Rize users had before signing up
Do I need to know how to code?
Not even a little. If you can use Rize today, you can set this up. You'll connect Rize, 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 Rize 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 Rize or delete everything any time.
What happens when Rize updates their app?
We handle it. When Rize 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 Rize 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 Rize — 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 Rize on FormWise
Rize is an AI-powered time tracking and productivity tool that automatically tracks your work time and provides insights.
Connect Rize once and your FormWise AI gets 8 things it can do inside it. That means your AI can handle the Rize 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 Rize? Take a look at rize.io.
More productivity integrations
ClickUp
ClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows
Rentman
Efficiently manage your crew and equipment from one place and ensure nothing falls through the cracks.
Hub Planner
A Modern and Smart Resource Management, Planning & Scheduling tool with Time Sheets and Powerful Reporting. Ideal for Managing Global Teams of Resources.
Coda
Collaborative workspace platform that transforms documents into powerful tools for team productivity and project management
Outline
Team knowledge base and wiki for managing documentation and collaboration
Monday MCP
Manage monday.com boards, items, and workspaces through its MCP server.
Stop doing the Rize 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.