Work smarter with Magnetic's Workflow Automation Software

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 Professional Service Firms Using Magnetic

What automations help you do

Get More Done Without Adding Work

Magnetic streamlines your workflows behind the scenes - handling repetitive tasks, syncing updates and keeping your projects moving forward without the usual back-and-forth.

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 put on autopilot

Automate Tasks, Jobs, Clients and More

Use Magnetic to automate key processes across your business, from task management to accounts.

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.

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 up-to-date and reliable.

Automate Client Notifications

Set up client-specific alerts and updates so everyone is always on the same page

How it works

Set it once. Let it run. No coding required.

Build automations that trigger the moment something changes - and keep projects moving without the follow up.

Step 1

Set Triggers

An event like "task closed" or "opportunity signed" starts the workflow

Step 2

Set Triggers

Add logic to narrow when it should run - like "status starts with review"

Step 3

Set Triggers

Automatically assign tasks, notify the right people, create follow-ups and more.

See how Happy Friday cut admin by 30% with workflow automation

From duplicated tasks and scattered time tracking to a streamlined, scalable system, Magnetic gave Happy Friday the clarity and control to grow without getting buried in admin.

Smarter resource allocation

Flexible time tracking otions

Multi-resource task automation

Capacity Planning

Automated reporting

See the full story

flexible pricing

Start Automating with Magnetic Pro

Access Magnetic's full automation engine - including task workflows, client triggers and internal alerts.

Pro

POPULAR

For businesses that need advanced features to optimise operations

￡17

per user /mo

2 Automated Workflows

Enterprise

For large-scale businesses with complex needs

Lets Chat

5 Automated Workflows

Seamlessly integrate with your existing tools

Bring all your favourite tools together in one place for a smoother, smarter time management experience. Sync your calendars, streamline your data and eliminate silos - so everything works together.

Email

Campaign Monitor

Google Calendar

Zapier

Xero

Ziflow

Lead capture

Gmail

Google

Microsoft Outlook

Slack

Zoho Mail

Timeboost

Sage One

View all Integrations

Real Feedback

What our customers say

Real stories from teams transforming workflows with Magnetic.

4.5

Stars out of 5 on g2 and capterra

Magnetic has been an excellent choice for us. The system is easy to use and meets all of our tracking needs perfectly. I really appreciate that it’s customised to our specific requirements, which makes our workflows so much smoother.

11 July, 2025

Christine, M.

Small business

Operations Manager

11 July, 2025

"Significant time savings"

Ashleigh B

Small-Business (50 / fewer emp.)

"Helps internal processes flow smoothly"

Neesha Hassan

Traffic Manager, small business

Free for 14 days | No credit card required

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.

Try for free Book a demo

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.