Automations
Work Smarter. Automate Everything That Slows You Down
Magnetic automates repetitive workflows across projects, clients, and teams, freeing up hours and reducing the back-and-forth that kills momentum.
Free for 14 days | No credit card required
Join 100's of Service Firms Using Magnetic
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what automations help you do
Get More Done Without Adding Work
Save Time on Routine Tasks
Let automation handle routine tasks so your team can focus on real work.
Reduce Manual Errors
Cut down on manual errors and keep everything running smoothly.
Keep Projects Moving
Get instant updates so you can react fast and keep projects on track.
Get Real-Time Updates
Receive automatic alerts when tasks are assigned, updated, or completed.
Visualise and Manage Your Automations
Gain clarity and control over your processes. Create, monitor, and refine automations effortlessly to keep your business running at its best.
Build Workflows That Fit Your Needs
Design automation paths that align perfectly with your business needs, ensuring efficiency and precision.
Make Adjustments in Real Time
Track automation performance as it happens with a clear, user-friendly dashboard. Quickly identify bottlenecks or inefficiencies and make adjustments instantly to keep everything running smoothly.
Scale Your Automations as Your Business Grows.
As your team takes on more projects, you can adjust your automations to handle the workload—no extra setup needed.
what you can automate
Set It Once. Let It Run. No Coding Needed.
Use Magnetic to automate key processes across your business, from task management to accounts.
Track Task Progress in Real Time
Automatically track when tasks are created, updated, completed, or overdue.
Automate Status changes
Notify the right people as soon as a task changes, so nothing slips through the cracks.
Automate comments and time entries
Automatically log comments and time entries so your team has everything they need.
Stay Ahead on Project Updates
Set up triggers for new jobs, status changes, or signed opportunities, keeping your team informed at every stage.
Set up Budget Alert Warnings
Receive instant notifications for profit or time budget warnings, helping you address potential issues early.
Keep Everyone Aligned
Track status changes, signed opportunities, and added comments to maintain project transparency.
Keep Client Data Accurate
Trigger workflows when new companies or contacts are added or updated, ensuring your records are always reliable.
Automate Client Notifications
Set up client-specific alerts and updates, so everyone is always on the same page.
Simplify Cost Management
Automate workflows for cost estimates, purchase orders, and supplier invoices as they’re created or updated.
Streamline Invoicing
Trigger automated processes for tax invoices and credit notes to reduce manual effort and speed up approvals.
Track Expenses Automatically
Receive instant updates when expenses are created or approved, ensuring accurate financial tracking.
integrations
Integrations That Fit Right Into Your Workflow
Connect Magnetic with tools like Slack, Xero, Google Calendar, and Outlook to keep everything in sync and running smoothly.
Ready to Start Automating your Workflows?
Magnetic lets you automate tasks, client comms, approvals, and project updates, without the manual overhead. Free up your team’s time and keep every project moving without the back-and-forth.
Free for 14 days | No credit card required
Automation FAQs
Everything you need to know about setting up automations with Magnetic
What types of workflows can I automate in Magnetic?
Magnetic supports automation across tasks, jobs, client management, and accounts. You can set up automated task progress tracking, status updates, notifications, invoicing, and more.
Can I create custom automations tailored to my business needs?
Yes! Magnetic allows you to design custom automation workflows that align with your company’s unique processes, helping streamline operations without unnecessary complexity.
Do I need coding skills to set up automations?
Not at all! Magnetic’s visual workflow builder makes it easy to create, manage, and modify automations, even if you don’t have technical expertise.
How secure is my data when using Magnetic’s automations?
We use industry-standard encryption and security measures to keep your data safe.
Can I edit or disable an automation after it’s set up?
Yes! You can modify, pause, or remove automations anytime to fit your changing needs.
How do Magnetic automations actually save time?
Magnetic takes over repetitive tasks like assigning work, updating task statuses, and sending reminders. This means less manual work for your team and more time for projects that matter.
How do I get started with Magnetic’s automation tools?
You can start a free 14-day trial (no credit card required) or book a demo to see how Magnetic can streamline your business operations with automation.
