human resources

Add Workable to your AI agent

Workable is an all-in-one HR software platform that streamlines hiring, employee data management, time tracking, and payroll.

Things your agent can do in Workable
37

Things your AI can do in Workable

Your FormWise AI can handle any of these in Workable — on its own, without you needing to click a button.

  • Create Employee

    Popular

    Tool to create an employee in your Workable account. Use when adding a new hire to employee management system. Employee can be created in draft state (unpublished) or published state (active). Requires w_employees scope.

  • Get Candidates

    Popular

    Retrieve a list of candidates across all jobs in the organization. Returns candidate details including name, email, job, stage, and status. Use this to: list all candidates, filter by specific job/stage/email, or find candidates created/updated after a certain date. Supports pagination via the 'limit' parameter (max 100 per page). For complete candidate details, use the individual candidate endpoint.

  • Get Employee

    Popular

    Tool to retrieve detailed information for a specific employee by ID. Use when you need complete employee data including personal details, contact info, employment history, and more. Requires r_employees scope and may need member_id parameter for account-level tokens.

  • List Departments

    Popular

    Tool to retrieve all departments from your Workable account. Use when you need to view the organizational structure or get department identifiers. Requires r_account scope.

  • List Employees

    Popular

    Tool to retrieve a collection of account employees. Use when you need to list, search, or filter employees by name, email, or organizational structure. Supports pagination via limit and offset parameters. Required scope: r_employees.

  • Update Employee

    Popular

    Tool to update an existing employee in Workable. Use when you need to modify employee details such as job title, contact information, department, or other employee attributes. Requires employee ID and member ID.

  • Delete Department

    Tool to delete a department. Use when removing an obsolete or restructured department after confirming dependent resources.

  • Delete Subscription

    Tool to unsubscribe from an event by deleting a webhook subscription. Use when you need to stop receiving notifications for a specific event.

  • Get Account

    Tool to return the specified account. Use when you need account metadata by subdomain after listing available accounts.

  • Get Accounts

    Retrieves all Workable accounts (organizations) accessible to the authenticated user. Returns account details including ID, name, subdomain, description, summary, and website URL. Use this action to discover which Workable accounts you have access to, or to obtain account identifiers needed for other API operations. Requires 'r_jobs' scope.

  • Get Background Check Packages

    Tool to retrieve a list of available background check packages from a specified provider. Use after identifying the provider to view available package options.

  • Get Background Check Providers

    Retrieves a list of background check providers integrated with your Workable account. Returns provider details including id, name, integration type, connection status, and logo URL. If no providers are configured, returns an empty list.

Show 25 more things it can do
  • Get Events

    Retrieve a collection of scheduled events (calls, interviews, meetings) from the Workable account. Supports filtering by event type, date range, candidate, job, or team member. Use pagination parameters (limit, since_id, max_id) for large result sets. By default, cancelled events are excluded unless explicitly included.

  • Get Jobs

    Retrieves a paginated list of jobs from your Workable account. Returns job details including title, state, department, location, and salary information. Use this to search for jobs by state (draft/published/closed/archived), filter by creation/update dates, or fetch additional fields like descriptions and requirements.

  • Get Legal Entities

    Tool to retrieve a collection of your account legal entities. Use after confirming valid authentication and enabling Employee Management.

  • Get Members

    Retrieve a paginated list of Workable account members with their roles and permissions. This action fetches team members from your Workable account, including admins, standard users, reviewers, and inactive members. You can filter by role, email, name, or status, and paginate through results. Use this to list collaborators, verify member access levels, or find specific team members by email or name.

  • Get recruiters

    Retrieves external recruiters from your Workable account. Returns all external recruiters by default, or filter by job shortcode to get recruiters collaborating on a specific job. Requires r_jobs scope.

  • Get Requisitions

    Tool to retrieve a collection of requisitions in the account. Use after authentication succeeds.

  • Get Stages

    Tool to retrieve a collection of your recruitment pipeline stages. Use when you need to list all available stages before managing candidates or pipelines.

  • Get Subscriptions

    Retrieves all webhook subscriptions configured in your Workable account. Use this tool to: - List all active webhook subscriptions that receive event notifications - Verify which events your webhooks are listening to - Check the target URLs and filters configured for each subscription - Audit your webhook configuration Requires 'r_candidates' or 'r_employees' scope. No parameters needed.

  • List Custom Attributes

    Tool to retrieve all custom attributes configured in the Workable account. Returns attribute configuration including ID, type, enabled status, labels, and hints. Use this action to discover available custom attributes before creating or updating candidates, jobs, or other entities that support custom fields. Requires 'r_jobs' scope.

  • List Disqualification Reasons

    Tool to retrieve a collection of account's disqualification reasons. Use when you need to list all available disqualification reasons before disqualifying candidates.

  • List Employee Fields

    Tool to retrieve a collection of your account's employee field definitions. Use when you need to understand available employee data fields before creating or updating employee records.

  • List Permission Sets

    Tool to retrieve a collection of your account permission sets. Use when you need to list available permission sets before assigning permissions to members. Requires r_account scope.

  • List Public Jobs

    Tool to return a collection of public jobs for an account. Use when you need to fetch publicly available job listings by subdomain. No authentication required for this endpoint.

  • List Public Locations

    Tool to retrieve a collection of locations where a Workable account has public job postings. Use when you need to discover which geographic locations have available positions for a specific account. No authentication required.

  • List Time Off Balances

    Retrieves all time off balances for an employee across all time off categories. Returns detailed balance information including available units, used units, carry-over amounts, and tracking units (days/hours). Use this to check remaining vacation days, sick leave, or other time off allowances for an employee. When using account-level token, employee_id must be provided; employee-level tokens automatically use the authenticated employee's balances.

  • List Time Off Categories

    Tool to retrieve all time off categories configured for your account. Use when you need to view available time off types before managing employee time off requests.

  • List Work Schedules

    Tool to retrieve a collection of work schedules configured in your Workable account. Use when you need to list all available work schedules, including their weekly hours, work days, and configurations.

  • Update Background Check Status

    Updates the status and results of an existing background check in a candidate's timeline. This tool is designed for background check providers to push status updates (pending, consented, completed, declined, expired) and results back to Workable after initiating a background check. Use this action when: - A candidate has consented to or declined a background check request - Background check results are complete and need to be injected into the candidate's timeline - The status of an ongoing background check has changed - Attaching final reports and structured results to a completed check Prerequisites: Requires a valid background_check_id from an existing background check request that was previously created through Workable's background check provider integration. Note: Uses PUT request to /checks/{background_check_id} endpoint (despite the 'Post' naming).

  • Merge Department

    Tool to merge a department into another. Use after confirming both department IDs and optional force flag.

  • Create Department

    Tool to create a department in your account. Use when you need to add a new department for organizing teams under your Workable account.

  • Enable Member

    Enable (restore) a deactivated Workable account member to active status. This action reactivates a previously deactivated member, restoring their access to the Workable account. The operation is idempotent - enabling an already active member will succeed without error. Requires the 'w_members' scope. Returns HTTP 204 No Content on success.

  • Invite Member

    Tool to invite a member to your Workable account. Use when sending an invitation email.

  • Update Department

    Tool to update an existing department in your account. Use when renaming a department or changing its parent after confirming its ID.

  • Update Member

    Updates a Workable account member's details including roles, name, headline, email, and collaboration rules. Requires member ID and roles array. Use this to modify existing member information such as changing permissions, updating contact details, or adjusting collaboration settings.

  • Upload Employee Documents

    Tool to upload a list of documents for a specific employee. Use when you need to attach documents (contracts, forms, etc.) to an employee's record. Required scope: w_employees.

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 Workable is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Workable, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Workable for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Workable work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Workable to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Workable in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Workable.

  3. 3

    Hit "Connect"

    Click "Connect Workable" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Workable

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Workable actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Workable for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Workable 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 Workable users had before signing up

Do I need to know how to code?

Not even a little. If you can use Workable today, you can set this up. You'll connect Workable, 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 Workable 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 Workable or delete everything any time.

What happens when Workable updates their app?

We handle it. When Workable 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 Workable 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 Workable — 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 Workable on FormWise

Workable is an all-in-one HR software platform that streamlines hiring, employee data management, time tracking, and payroll.

Connect Workable once and your FormWise AI gets 37 things it can do inside it. That means your AI can handle the Workable 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 Workable? Take a look at www.workable.com.

Stop doing the Workable 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.