automations

Automate Workflows and Focus on What Matters Most

Set up workflows and automations to simplify processes, reduce manual tasks, and drive strategic growth with ease.

Free for 14 days | No credit card required

what you can achieve with magnetic automations

Workflows That Drive Results

Increase Efficiency

Eliminate repetitive tasks with tailored automations, freeing up your team to focus on high-impact work.

Enhance Accuracy

Reduce manual input errors and keep operations running smoothly with reliable automation tools.

Boost Productivity

Get more done in less time by removing bottlenecks and streamlining your workflows.

Make Faster Decisions

Act quickly with automated notifications and instant insights to keep projects on track.

Strengthen Collaboration

Stay aligned with real-time updates, automated task assignments, and seamless team coordination.

Custom Automations Designed for your business

Visualise, customise, and manage your automations with a clear, user-friendly dashboard designed to keep everything running smoothly.

Track Task Progress in Real Time

Trigger updates when tasks are created, updated, completed, or overdue, ensuring nothing falls through the cracks.

Automate Task Status changes

Streamline workflows by automating task status updates and notifying the right team members instantly.

Centralise Task Insights

Log comments and time entries automatically to provide your team with all the details 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.

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 custom workflows tailored to your processes.

Design automation paths that align perfectly with your business needs, ensuring efficiency and precision.

Monitor and Optimise 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 Seamlessly with Your Business

As your business grows, so can your workflows. Easily expand and adapt your automations to meet evolving demands without disruption.

Integrations That Supercharge Your Workflow

Connect Magnetic with tools like Slack, Xero, Google Calendar, Outlook and more to create seamless, end-to-end workflows.

See all Integrations

Trusted by big brands

What some of Our Clients Say

"Magnetic enables me to accomplish more in a day and to be able to track my time effectively."

Sisathi

Online Media,
11-50 employees, via Capterra

Since implementing Magnetic, our workflow has improved significantly. Our ability to track our work from opportunity to finalisation has been a game-changer for us. Our data maturity on our projects are now a million time smarter, allowing us to make data driven decisions to improve our business.

Ryno Z

Head of Learning and Development (50 or fewer emp),
‍via G2

Magnetic is easy to use and integrates with Pastel, which very few systems do. It is quick to do CE's and the user level tiering makes control of information easy.

Sally

Marketing and Advertising,
1-10 employees, via Capterra

I have been using magnetic for my business for over 5 years and I am thoroughly impressed with the innovation and advancemnets in the software. It's extremeley UX focused and makes running my agency a much simpler task knowing my accounts and billing is in order.

Craig M

Digital Specialist
Small-Business, 50 or fewer emp, via G2

"We are able to manage the workflow with ease, it is definitely a great time saver. Team leaders are able to view progress reports and hours on a daily basis."

Rene

Information Technology and Services,
2-10 employees, via Capterra

I like the fact that you can track absolutely each and every job with ease and also who was responsible for each task. There isn't much I don't like about this program

Jessica

Restaurants,
201-500 employees, via Capterra

Automate Workflows and Focus on What Matters Most

Workflows That Drive Results

Custom Automations Designed for your business

Visualise and Manage Your Automations

Integrations That Supercharge Your Workflow

What some of Our Clients Say

Features

Resources

Support

Headquarters

Automate Workflows and Focus on What Matters Most

Workflows That Drive Results

Custom Automations Designed for your business

Visualise and Manage Your Automations

Integrations That Supercharge Your Workflow

What some of Our Clients Say

Features

Resources

Support

Headquarters

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