Automations

Automate the busywork with easy-to-implement workflows

Set up workflows and rules in seconds to chase approvals, flag overspend and keep projects moving without the manual work.

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Free for 14 days · No-credit card required

Trusted by professional services firms worldwide

4.5

★★★★★

200+

firms across 4 continents

4.6

★★★★★

Highest User Adoption

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 & 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 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.

Automate Tasks, Jobs and Clients

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.

Magnetic bar chart showing average client over servicing value for Coca-Cola, Nestlé, Apple, Amazon, and Johnson Co., indicating under and over budget amounts.

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.

Magnetic audit Job Brief interface showing Audit Job Properties with statuses 'On Hold' and 'High Priority' plus a comment tagging @Theo.

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.

Magnetic opportunity card showing three opportunity owners with blurred age and due data, and probability percentages of 79%, 50%, and 20%, with a checked Billable box.

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

Add Logic

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

Step 3

Let it run

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

Set up in minutes

Fits your existing workflow

Built in testing

Works in real time

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 options

Multi-resource task automation

Capacity Planning

Automated reporting

See the full story

Integrate with your existing tools

Connect all your favourite tools in one place for a smoother, more cohesive experience.

Need to connect more tools? Connect Magnetic to 400+ more apps with Zapier

See all intergrations

Zapier

gmail

Outlook

PowerBI

Lead capture

Zoho Mail

Google Calendar

Timeboost

Ziflow

Xero

Sage

Campaign Monitor

Slack

Lead capture

PowerBI

Campaign Monitor

Zapier

Outlook

Google Calendar

Real Feedback

What our customers say

Real stories from teams transforming workflows with Magnetic.

What I love most: you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting. Magnetic simply brings everything under one roof, which keeps things clean, organised and visible across the entire team.

11 July, 2025

Carissa, M.

Digital Marketing Stategist, Marketng & Advertisng,

"Intuitive Scheduling and Resource Planning"

Pippa M

Head of IAB Agency Council, Small-Business (50 / fewer emp.)

"Helps internal processes flow smoothly"

Neesha Hassan

Traffic Manager, small business

Get started

Put your workflows on autopilot

Automate tasks and updates and speed up follow ups - without code and keep projects moving forward.

Get started for free

Free for 14 days | No credit card required

frequently asked questions

Have questions? We have answers

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.