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Project Management

Magnetic, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Magnetic account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Project Management
  • Connects with a key
  • 12 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Magnetic is

Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.

You paste in a key from your own Magnetic account. It is kept encrypted, and you can withdraw it from inside Magnetic whenever you like.

How a run works

One message in, the work done in Magnetic.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Magnetic. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Magnetic account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

12 tools it already has

What it can do in Magnetic

These are the ready-made tools your AI employee already has in Magnetic. It is not limited to them, but it never has to be taught these.

  • Get Contact TagsTool to get all tags associated with a contact. use after confirming the contactid to list contact tags.
  • Get Current Follow-upsTool to retrieve upcoming follow-ups assigned to the authenticated user. use after authentication to view scheduled tasks.
  • Get Grouping Custom Field DefinitionsTool to retrieve all custom field definitions for groupings. use after authentication when you need to fetch available grouping custom field definitions for tasks.
  • Get Grouping StatusesTool to retrieve the list of statuses for signed groupings. use after authentication when you need available grouping status options for tasks or jobs.
  • Get Grouping TagsTool to retrieve tags associated with any groupings owned by the company. use after authentication when grouping tags are needed.
  • Get Magnetic GroupingsTool to retrieve a list of groupings. use after authentication when you need to select a grouping to comment on.
  • Get Magnetic Opportunity StatusesTool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).
  • Get Magnetic TaskTool to retrieve a task by its id. use after confirming you have the taskid.
  • Get Magnetic User by IDTool to get a magnetic user's details by id. use after confirming a valid user id to fetch their profile.
  • Get UsersTool to retrieve the list of all users in the authenticated user's company. use after authentication to audit or manage user accounts.
  • Search Client ContactsTool to search contacts by field or client id. use when you need to retrieve client contacts matching given criteria after authentication.
  • Search Magnetic TasksTool to search tasks by a specified field and value. use when you need to filter and page tasks after authentication.
Access, and who is in charge of it

You stay the boss of your Magnetic account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Magnetic account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Magnetic is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Magnetic and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Magnetic

Can an AI employee really work inside Magnetic?
Yes. It signs in to your own Magnetic account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Magnetic?
No. Nothing moves and nothing is replaced. Your records stay in Magnetic, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Magnetic account?
You paste in a key from your own Magnetic account. It is kept encrypted, and you can withdraw it from inside Magnetic whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Magnetic?
It has 12 ready-made tools in Magnetic today, among them Get Contact Tags, Get Current Follow-ups and Get Grouping Custom Field Definitions. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Magnetic and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Magnetic and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Magnetic?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Magnetic is written down with what it did and when.