project management

Add Wrike to your AI agent

Wrike is a project management and collaboration tool offering customizable workflows, Gantt charts, reporting, and resource management to boost team productivity

Things your agent can do in Wrike
144

Things your AI can do in Wrike

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

  • Copy folder

    Popular

    Copies a Wrike folder synchronously to a specified parent location with customizable options. Use when duplicating folder structures, optionally copying descriptions, responsibles, custom fields, statuses, and rescheduling tasks.

  • Create account webhooks

    Popular

    Creates a webhook for the current account to receive notifications about changes. Use when you need to set up real-time event notifications for tasks, folders, or other Wrike objects.

  • Create equipment asset

    Popular

    Tool to create equipment/asset in Wrike. Use when you need to add new equipment or assets to track in the system.

  • Create custom field

    Popular

    Tool to create a new custom field in Wrike. Use when you need to define a new custom field for tasks, folders, or projects.

  • Create a folder

    Popular

    Creates a new Wrike subfolder within the specified `folderId`, optionally as a project if `customItemTypeId` is given; the folder is auto-shared with its creator.

  • Create folder booking

    Popular

    Tool to create a booking in a Wrike folder. Use when you need to allocate resources (users or placeholders) to a folder for a specific date range. Either responsibleId or responsiblePlaceholderId must be provided, and bookingDates must include at least two of: startDate, finishDate, or duration.

  • Create approval in folder

    Popular

    Tool to create a new approval in a Wrike folder. Use when you need to create an approval workflow for folder content review.

  • Create folder comment

    Popular

    Creates a new comment on a specified Wrike folder. Use when adding feedback, updates, or notes to a folder.

  • Create invitation

    Popular

    Invites a user to a Wrike workspace by email, optionally with name, specifying EITHER `userTypeId` OR a combination of `role`/`external`; custom email subject/message available for paid accounts.

  • Create space webhook

    Popular

    Tool to create a webhook on a Wrike space for receiving notifications about changes to tasks, folders, and projects. Use when you need to set up event-driven integrations for space-level changes.

  • Create task in folder

    Popular

    Creates a new task in a specified Wrike folder; if setting priority with `priorityBefore` or `priorityAfter`, the referenced task must be in the same folder or project.

  • Create task comment

    Popular

    Tool to create a new comment on a Wrike task. Use when you need to add a comment or note to a task.

Show 132 more things it can do
  • Create task dependency

    Popular

    Tool to create a new dependency relationship between Wrike tasks. Use when you need to establish that one task must be completed before another can start or finish. Both tasks must have Planned scheduling type (not Backlog) for dependencies to work.

  • Create workflows

    Popular

    Tool to create a new custom workflow in Wrike. Use when you need to create a new workflow with a specific name.

  • Get account information

    Popular

    Retrieves detailed Wrike account information, where the response content is influenced by selected fields, account subscription, and user permissions.

  • Get all custom fields

    Popular

    Retrieves all custom field definitions (including ID, name, type, and settings) from the Wrike account; this returns the definitions themselves, not their specific values on Wrike items, and is useful for obtaining custom field IDs.

  • Get custom item types

    Popular

    Tool to retrieve all custom item types from Wrike. Use when you need to discover available custom item type definitions for creating work items or understanding the custom item type structure.

  • Get specific contact information

    Popular

    Retrieves detailed information for a specific Wrike contact using their unique `contactId`, optionally including `metadata` and `customFields` if specified in the `fields` parameter.

  • Get space by ID

    Popular

    Tool to retrieve details for a single Wrike space by spaceId. Use when you need to fetch complete information about a specific space, typically after listing spaces to select one.

  • Get task rollups

    Popular

    Tool to query rollup settings for a specific task. Use when you need to retrieve the rollup configuration that determines how custom field values are aggregated from subtasks.

  • List spaces

    Popular

    Tool to list spaces the authorized user can access. Use when you need to discover valid spaceIds for downstream space-scoped operations like listing space blueprints.

  • Update account metadata

    Popular

    Updates or adds custom key-value metadata to the Wrike account, useful for integrations, storing app-specific data, or mapping external system identifiers.

  • Modify folder attributes

    Popular

    Modifies an existing Wrike folder: updates title, description, parents (not root/recycle bin), sharing, metadata, custom fields/columns; restores, converts to project, or manages access roles.

  • Modify task

    Popular

    Modifies an existing Wrike task by its ID, allowing updates to attributes such as title, status, dates, assignees, and custom fields; `priorityBefore` and `priorityAfter` are mutually exclusive, and parent folder IDs for `addParents`/`removeParents` cannot be the Recycle Bin.

  • Query workflows

    Popular

    Fetches a list of all workflows with their detailed information from the Wrike account; this is a read-only action and does not support pagination or filtering through its parameters.

  • Search eDiscovery

    Popular

    Tool to perform eDiscovery search across Wrike items (folders, projects, tasks). Use when you need to find items matching specific search terms across different scopes. Supports wildcard searches and filtering by item types.

  • Update asset

    Popular

    Tool to update a Wrike asset/equipment by ID. Use when you need to rename or modify an equipment asset in the system.

  • Update booking

    Popular

    Updates a Wrike booking's date range by ID. Use when you need to reschedule a resource booking by modifying its start and finish dates.

  • Update dependency

    Popular

    Tool to modify an existing Wrike dependency relationship between tasks. Use when you need to update the dependency type or change which tasks are linked.

  • Update folder rollup settings

    Popular

    Tool to update rollup settings for a folder. Use when you need to enable or disable field aggregation from descendant items.

  • Update webhook state

    Popular

    Tool to update the state of a Wrike webhook. Use when you need to re-enable a suspended webhook or suspend an active one. Wrike automatically suspends webhooks after 3 failed delivery attempts. Call this with status=Active to re-enable.

  • Update workflow

    Popular

    Tool to modify an existing Wrike workflow. Use when you need to update a workflow's name or description. Requires amReadWriteWorkflow scope.

  • Update work schedule timesheet rules

    Popular

    Tool to update timesheet submission rules for a work schedule. Use when you need to configure or modify how timesheet submissions are validated and enforced for a specific work schedule.

  • Bulk modify group members

    Adds or removes members for multiple Wrike groups in a single request; all specified user IDs must correspond to existing Wrike users.

  • Copy folder async

    Duplicate a folder asynchronously in Wrike, creating a copy in a specified parent location. Use when copying large folder structures that may take time to complete. Returns an async job ID for tracking progress.

  • Create a webhook on folder

    Tool to create a webhook for a Wrike folder or project. Use when you need to set up real-time notifications for events occurring within a specific folder or its subfolders.

  • Create timelog lock period for folder

    Creates a timelog lock period for a specific folder. Timelogs on or before the specified period date will be locked and cannot be edited. Use when you need to prevent modifications to timelog entries up to a certain date.

  • Create a group

    Creates a new user group in Wrike with a specified title, optionally setting members, parent group, avatar, and custom metadata.

  • Create space timelog lock period

    Tool to create a timelog lock period for a space to prevent time entries from being edited. Use when you need to lock timelogs for specific dates, typically before creating payrolls or preparing invoices.

  • Create task attachment

    Tool to upload a file attachment to a Wrike task. Use when you need to attach files to tasks.

  • Create task approval

    Tool to create an approval on a specific task in Wrike. Use when you need to add an approval workflow to a task.

  • Create task timelog

    Tool to create a timelog entry for a specific task in Wrike. Use when you need to log time spent on a task.

  • Create timesheet

    Tool to create a timesheet for a user for a specified time period. Use when you need to initialize or retrieve a timesheet for a given week.

  • Delete approval

    Cancels/deletes an approval by its identifier. Use when removing an approval request that is no longer needed.

  • Delete asset

    Permanently deletes a Wrike asset/equipment by assetId. Use when removing equipment that is no longer needed.

  • Delete attachment

    Tool to permanently delete a Wrike attachment by its ID. Use when removing an attachment from tasks or folders. This action is irreversible.

  • Delete booking

    Permanently removes a resource booking allocation by its ID; use when deallocating resources from projects or tasks.

  • Delete comment

    Permanently deletes a Wrike comment by its ID; this action is irreversible and the comment must exist.

  • Delete custom field by id

    Permanently deletes a custom field by its ID; this action is irreversible and requires a valid, existing custom field ID.

  • Delete dependencies

    Permanently removes a task dependency relationship by its ID; use when unlinking predecessor/successor task relationships.

  • Delete folder

    Permanently deletes the folder specified by `folderId` and all its contents (e.g., tasks, documents, subfolders) from the Wrike workspace; this irreversible action is for when the folder is no longer needed and has no active tasks or dependencies that would block deletion.

  • Delete timelog lock period for folder

    Deletes a timelog lock period for a specific folder. This unlocks timelogs on or before the specified period date, allowing them to be edited again. Use when you need to remove a lock period and allow modifications to previously locked timelog entries.

  • Delete group by id

    Permanently deletes a group by its `groupId`; this action is irreversible and does not affect user accounts that were members of the group.

  • Delete invitation

    Permanently deletes an existing invitation, specified by its unique `invitationId`; this action cannot be undone.

  • Delete job role

    Permanently deletes a job role by its identifier; deleted job roles are removed from all tasks and users and cannot be restored.

  • Delete space

    Permanently deletes a Wrike space and all its contents by spaceId; this action is irreversible and should be used with caution.

  • Delete spaces timelog lock period

    Tool to unlock (delete) a timelog lock period for a specific space in Wrike. Use when you need to remove a previously set lock period that prevents timelog modifications.

  • Delete task

    Permanently deletes a Wrike task and all its associated data by its ID; this action is irreversible and the task must exist.

  • Delete timelog

    Permanently deletes a Wrike timelog entry by its ID; use when removing an incorrect or obsolete time log entry.

  • Delete webhook

    Tool to permanently delete a webhook by webhook_id. Use when you need to remove a webhook subscription. You can only delete webhooks created with the same API token.

  • Fetch all tasks

    Fetches tasks from a Wrike account, allowing filtering by status, due date, and subfolder inclusion, with customizable response fields and pagination.

  • Get all webhooks

    Tool to retrieve a list of all webhooks created using the same API token. Use when you need to view all webhooks configured for the authenticated API app.

  • Get approvals

    Tool to retrieve all approvals accessible to the authenticated user. Use when you need to list approvals or check approval statuses across the workspace.

  • Get approvals by IDs

    Tool to retrieve specific Wrike approvals by their IDs (up to 100). Use when you need to fetch approval details for known approval identifiers.

  • Get async job status

    Tool to retrieve status and details for an asynchronous job in Wrike. Use this after initiating async operations (like launch_async endpoints) to check job progress, completion status, and retrieve results.

  • Get attachments by IDs

    Tool to retrieve multiple Wrike attachments by their IDs (up to 100). Use when you need to fetch details for specific attachments using comma-separated attachment IDs.

  • Download attachment

    Tool to download a Wrike attachment file. Use when you need to retrieve the actual file content of an attachment by its ID.

  • Get attachment preview

    Tool to download a preview version of a Wrike attachment. Use when you need to retrieve a preview image of an attachment by its ID.

  • Get attachment URL

    Tool to get a public access URL for a Wrike attachment. Use when you need to retrieve a temporary URL to access or share an attachment. The returned URL is valid for 24 hours.

  • Get bookings

    Retrieves one or more Wrike bookings by their IDs. Use when you need to fetch specific booking details for resource allocation and scheduling.

  • Get colors

    Tool to query the list of available colors in Wrike. Use when you need to retrieve color options for tasks, folders, or other Wrike entities.

  • Get comments

    Tool to retrieve all comments accessible to the authorized user. Use when you need to fetch comments across tasks and folders, optionally filtered by date range or text format.

  • Get comments by IDs

    Tool to retrieve multiple Wrike comments by their IDs. Use when you need to fetch specific comments using comma-separated comment IDs (up to 100).

  • Get contact hourly rates

    Tool to retrieve hourly budget rates for up to 100 Wrike contacts. Use when you need to fetch budget rate information for one or multiple contacts.

  • Get contact timelogs

    Tool to retrieve all timelog records created by a specific contact in Wrike. Use when you need to query time tracking entries for a particular user.

  • Get contacts

    Retrieves a list of Wrike contacts (e.g., team members, clients, collaborators); response includes contact details but not their detailed task or project involvement.

  • Get contacts history

    Tool to access field modification history for Wrike contacts. Use when you need to track changes made to contact information over time.

  • Get dependencies by IDs

    Tool to retrieve one or more Wrike dependencies by their IDs (up to 100). Use when you need to fetch details for specific dependencies using comma-separated dependency IDs.

  • Get folder bookings

    Tool to query bookings for a specific folder in Wrike. Use when you need to retrieve booking information for resource allocation within a particular folder or project.

  • Get folders

    Retrieves folders and/or projects from Wrike, with filters; when using `nextPageToken`, all other filter parameters must match the initial request.

  • Get folder approvals

    Tool to retrieve all approvals from a specific Wrike folder. Use when you need to fetch approval details for a folder using its folder ID.

  • Get folder attachments

    Tool to retrieve all attachments from a specific Wrike folder. Use when you need to fetch attachment metadata and optionally download URLs for files in a folder.

  • Get folders by IDs

    Tool to retrieve multiple Wrike folders by their IDs. Use when you need to fetch details for specific folders using comma-separated folder IDs.

  • Get folder comments

    Tool to retrieve comments from a specific Wrike folder. Use when you need to fetch all comments associated with a folder.

  • Get folders history

    Tool to access field modification history for Wrike folders. Use when you need to track changes made to folder information over time.

  • Get folder hourly rates

    Tool to retrieve hourly budget rates for a specific Wrike folder. Use when you need to fetch budget rate information configured for a folder or project.

  • Get folder rollups

    Tool to query rollup settings for items in a folder. Use when you need to fetch rollup configuration for a specific folder. Pagination is supported for folders with descendants=true, applying to the entire folder hierarchy.

  • Get folder tasks

    Query tasks within a specific folder. Use this to retrieve all tasks contained in a folder, with optional filtering by status, due date, and metadata.

  • Get folder timelog lock periods

    Tool to query timelog lock periods for a specific folder. Use when you need to check which time periods are locked for timelog entries in a folder.

  • Get folders timelogs

    Tool to retrieve all timelog records for a specific folder. Use when you need to query time tracking data for a folder and its tasks.

  • Convert legacy v2 IDs to v4

    Tool to convert legacy Wrike API v2 IDs to current v4 format. Use when you need to work with numeric IDs from the Wrike interface or legacy integrations and convert them to the alphanumeric v4 IDs required by the current API.

  • Get job roles by IDs

    Tool to retrieve details for one or more Wrike job roles by job role IDs. Use when you need to fetch information about specific job roles.

  • Get placeholder hourly rates

    Tool to retrieve hourly budget rates for one or more Wrike placeholders. Use when you need to fetch budget rate information for placeholders, supporting up to 100 IDs in a single request.

  • Get placeholders by IDs

    Tool to retrieve details for one or more Wrike placeholders by their IDs. Use when you need to fetch information about specific placeholders, supporting up to 100 IDs in a single request.

  • Get space custom item types

    Tool to retrieve all custom item types scoped to a specific Wrike space. Use when you need to discover available custom item types for a space before creating work items based on these types.

  • Get space folders

    Tool to retrieve the folder tree for a specific Wrike space. Use when you need to list all folders and projects within a space, optionally filtered by project type, authors, owners, title, or custom statuses.

  • Get space timelog lock periods

    Tool to query timelog lock periods for a specific space. Use when you need to check which time periods are locked for timelog entries in a space.

  • Get space custom fields

    Tool to retrieve all custom fields defined for a specific Wrike space. Use when you need to discover what custom fields are available in a space before querying tasks or folders with custom field data.

  • Get spaces tasks

    Tool to query tasks within a specific Wrike space. Use when you need to retrieve tasks from a particular space, with optional filtering by status, importance, title, and other criteria.

  • Get space workflows

    Tool to query workflows for a specific Wrike space. Use when you need to retrieve the list of available workflows and their custom statuses for a space.

  • Get specific user

    Retrieves detailed information about a specific user in Wrike using their unique user ID.

  • Get task by id

    Retrieves read-only detailed information for a specific Wrike task by its unique ID, optionally allowing specification of fields to include in the response.

  • Get task dependencies

    Retrieves all dependency relationships for a specific task. Use when you need to see which tasks the specified task depends on (predecessors) or which tasks depend on it (successors).

  • Get task timelogs

    Retrieves all timelog records for a specific task. Use when you need to see time tracking entries for a task. Supports filtering by creation date, tracked date, and user.

  • Get task approvals

    Retrieves all approval records for a specific task. Use when you need to see approval workflow status and decisions for a task.

  • Get task attachments

    Tool to retrieve all attachments from a specific Wrike task. Use when you need to fetch attachment metadata and optionally download URLs for files attached to a task.

  • Get task comments

    Tool to retrieve all comments from a specific Wrike task. Use when you need to fetch comments associated with a task.

  • Get tasks history

    Query task field modification history for up to 100 tasks. Use when you need to retrieve the history of changes made to task fields. Returns information about who changed what fields, when the changes occurred, and the old and new values.

  • Get task timelog lock periods

    Tool to query timelog lock periods for a specific task. Use when you need to check which time periods are locked for timelog entries on a task.

  • Get timelog categories

    Tool to query the list of timelog categories in Wrike. Use when you need to retrieve available time tracking categories for categorizing timelog entries.

  • Get timelogs

    Retrieves timelog records from Wrike with optional filters for dates, users, and task scope. Use to query time tracking data across tasks and projects.

  • Get timelogs by IDs

    Retrieves detailed information for one or more Wrike timelogs by their unique IDs (up to 100), optionally including export and lock status.

  • Get timesheet submission rules

    Tool to retrieve global timesheet submission rules across all work schedules. Use when you need to check timesheet submission configurations globally.

  • Get timesheets

    Tool to query timesheets from Wrike. Use when you need to retrieve user timesheets showing weekly tracked time, approval status, and timesheet periods.

  • Get API version

    Tool to retrieve current Wrike API version information. Use when you need to check the API version being used or verify API compatibility.

  • Get webhook by ID

    Tool to retrieve details for a specific webhook by webhook_id. Use when you need to inspect webhook configuration including the hook URL, status, events, and scope. You can only access webhooks created with the same API token.

  • Get work schedule timesheet rules

    Tool to retrieve timesheet submission rules for a specific work schedule. Use when you need to check the configuration of timesheet submission requirements for a work schedule.

  • Launch folder blueprint async

    Asynchronously launches a new project or folder structure in Wrike from a specified Folder Blueprint. Important Notes: - The folder_blueprint_id must be an actual launchable blueprint, NOT a BpRoot container. - Use WRIKE_LIST_FOLDER_BLUEPRINTS to get blueprint IDs. Look for child blueprints within the tree structure. - Blueprints with scope 'BpRoot' are root containers and cannot be launched directly. - The blueprint must fit within 250 items (subfolders, subprojects, and subtasks count towards this limit). - Returns an async job ID that can be used to track progress via the Async Job endpoint.

  • Launch Task Blueprint Async

    Asynchronously launches a Wrike Task Blueprint to create tasks/projects, requiring either `super_task_id` (parent task) or `parent_id` (parent folder/project) for placement.

  • List all attachments

    Tool to retrieve all attachments from the Wrike account. Use when you need to list attachments with optional date filtering and download URLs.

  • List Folder Blueprints

    Retrieves all account-level Folder Blueprints, which are templates for standardizing folder/project creation with predefined structures, custom fields, and workflows.

  • List all placeholders

    Retrieves all placeholders accessible to the authenticated user; placeholders are templates used in Wrike for creating standardized tasks or projects.

  • List space folder blueprints

    Lists all folder blueprints (templates for new folders/projects) within a specified Wrike space, requiring a valid and accessible space ID.

  • List space task blueprints

    Lists task blueprints (templates for creating tasks with consistent structures) available in a specific, accessible Wrike space.

  • List subfolders by folder id

    Lists subfolders (metadata only, not their contents) for an existing Wrike folder specified by `folderId`, supporting recursive descent, filtering, and pagination.

  • List Task Blueprints

    Retrieves a list of defined Task Blueprints (predefined task templates) from the Wrike account, supporting pagination.

  • Modify group

    Updates an existing Wrike user group's attributes like title, members, parent, avatar, or metadata, using its `groupId` and specifying only the fields to change.

  • Retrieve custom field by id

    Retrieves a Wrike custom field's detailed information (e.g., type, possible values for dropdowns), properties, and metadata; the `customFieldId` must correspond to an existing custom field.

  • Query invitations

    Retrieves all active invitations in Wrike, useful for viewing and auditing pending invitations or managing user onboarding.

  • Query job roles

    Tool to retrieve all available job roles in the Wrike account. Use when you need to discover job roles or get a complete list of roles without knowing specific IDs.

  • Get group by id

    Retrieves detailed information for a specific Wrike group using its `groupId`, optionally including 'metadata'.

  • Retrieve list of groups

    Retrieves a list of user groups from the Wrike account, supporting metadata filtering, pagination, and inclusion of specific fields; this is a read-only operation.

  • Update approval

    Updates an existing Wrike approval by its ID, allowing modifications to the title, description, and due date.

  • Update attachment

    Tool to update a Wrike attachment by uploading new file content. Use when you need to replace an existing attachment with a new version.

  • Update comment

    Tool to update an existing Wrike comment. Use when you need to modify the text content of a comment. Supports HTML formatting with limited tags.

  • Update custom field by id

    Updates properties of an existing Wrike custom field by its ID, such as its title, type, scope, or sharing settings.

  • Update invitation

    Updates a pending Wrike invitation (`invitationId`) to resend it or change user's role/type (use EITHER `userTypeId` OR `role`/`external`).

  • Update job role

    Updates an existing Wrike job role by its ID, allowing modifications to the title and short title.

  • Update metadata on a specific contact

    Updates metadata, job role, or custom fields for an existing Wrike contact specified by `contactId`; if `jobRoleId` is provided, it must be a valid ID.

  • Update a specific user

    Updates specified profile attributes (e.g., account ID, role, external status) for an existing Wrike user; unspecified fields remain unchanged. Note: The current API user can only update users they have permission to modify. Account owners, robot users, and the current user themselves typically cannot be modified. This action requires the 'amReadWriteUser' OAuth scope.

  • Update task rollup settings

    Updates rollup settings for a task. Rollup settings control how field values aggregate from child tasks to parent tasks. Use this when you need to enable or disable automatic rollup calculations for specific fields like start dates, due dates, or custom fields.

  • Update timelog entry

    Tool to modify an existing timelog entry in Wrike. Use when you need to update the hours, comment, tracked date, or category of a time log.

  • Update timesheet row

    Updates a Wrike timesheet row by its ID, allowing modification of the timelog category. Use when you need to change the time tracking category for a timesheet entry.

  • Update timesheet

    Tool to update a timesheet's approval status in Wrike. Use when you need to submit, approve, or reject a timesheet.

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 Wrike is connected

Onboard new clients without lifting a finger

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

Reply to leads in seconds, not days

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

Get your weekends back

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

How to connect Wrike to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Wrike in your connected apps

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

  3. 3

    Hit "Connect"

    Click "Connect Wrike" 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 Wrike

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Wrike 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 Wrike for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Wrike 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 Wrike users had before signing up

Do I need to know how to code?

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

What happens when Wrike updates their app?

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

Wrike is a project management and collaboration tool offering customizable workflows, Gantt charts, reporting, and resource management to boost team productivity

Connect Wrike once and your FormWise AI gets 144 things it can do inside it. That means your AI can handle the Wrike 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 Wrike? Take a look at www.wrike.com.

Stop doing the Wrike 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.