Productivity
Magnetic for your Agent
Flow can look up tasks, projects and pages in Magnetic, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.
It asks for your approval before it changes anything in Magnetic. Connect with an API key from your Magnetic account.
Connect Magnetic in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Magnetic.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Magnetic.
What Flow can do depends on what Magnetic offers through its API and on the access you choose.
Things to ask
Type these to Flow once Magnetic is connected.
- Magnetic
Create a task in Magnetic for each document the Lyon tender asks for, due two days before the deadline.
- Magnetic
What is still open in Magnetic for our hospital bid?
About Magnetic
Magnetic is an all-in-one platform for managing projects, resources, and finances. It's built to help professional services firms work smarter and run their business with less hassle.
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