podio.com

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About Podio

Podio (owned by Citrix) is a flexible project management and collaboration platform where teams build custom workspaces using configurable apps, forms, and workflows. It replaces email-heavy project coordination with structured data, task assignments, and in-context comments. Podio is used by agencies, consultancies, and SMBs that need a tailored workflow tool without heavy IT overhead.

AI Agent Use Cases

- Fully customizable workspaces and app builder

- Task management with deadlines, priorities, and dependencies

- Built-in chat, comments, and @mentions

- Automated workflows triggered by status changes

- Visual reports and interactive sales dashboards (Premium)

- Integrations with Google Drive, Dropbox, Evernote, and others

Available Actions

These are the specific actions that AI agents can perform with this tool

Attach File

3 inputs

Attaches an uploaded file to a specified Podio object to link relevant documents or media.

Inputs

fileId

The file to attach to an object.

objectType

The type of object the file should be attached to.

objectId

The id of the object the file should be attached to.

Create Status

7 inputs

Creates a new status message within a specified Podio workspace to update or communicate with team members.

Inputs

orgId

An ID identifying the organization

spaceId

An ID identifying the space

alertInvite

True if any mentioned user should be automatically invited to the workspace if the user does not have access to the object and access cannot be granted to the object. Default value: `false`

value

The actual status message

embedId

The id of an embedded link that has been created with the Add an embed operation in the Embed area

embedUrl

The url to be attached

question

Any question to be attached. Must be a valid JSON object, e.g. `{\

Create Task

5 inputs

Creates a new task within a specified Podio workspace to organize and assign work efficiently.

Inputs

text

The text of the task

description

The description of the task

responsible

The contact id(s) responsible for the task

labels

The list of labels in text form

reminder

Minutes to remind before the due date

Create an Item

Creates a new item within a specified Podio app to capture and organize data entries.

Find Item

4 inputs

Retrieves and filters items from a specified Podio app based on given criteria.

Inputs

orgId

An ID identifying the organization

spaceId

An ID identifying the space

appId

An ID identifying the application

filters

The filters to apply. Must be a valid JSON object. If not given all items will be returned. e.g. `{\

Update an Item

Updates the fields and attributes of a specific item within a Podio app.

Upload File

3 inputs

Uploads a new file to a specified Podio workspace or item for storage and sharing purposes

Inputs

filePath

The file to upload. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)

fileName

File name of the uploaded file. If not specified, the original file name will be used.

syncDir

Upload From URL

1 input

Uploads a file directly to Podio by fetching it from a specified URL.

Inputs

fileUrl

The URL of the file to upload