Build Magnetic workflows with AI Agents

Magnetic is the nerve center for professional service firms, merging project management, CRM, and financials into one cloud platform. Yet, teams can lose momentum if they’re constantly switching from chat to dashboards. By connecting Magnetic with a Runbear AI agent inside Slack or Teams, every team gains a ‘smarter teammate’—ready to surface insights, automate reporting, and supercharge collaboration. Unlock seamless workflow automation and transform how your team gets work done with Magnetic data.

About Magnetic

Magnetic is a robust cloud-based platform combining Project Management, Sales CRM, and Accounts under one roof. Aimed at professional service firms, Magnetic streamlines everything from task management and time tracking to pipeline forecasting and invoicing. By consolidating workflow tools, teams using Magnetic can collaborate efficiently, monitor project health, and maintain financial visibility—all within a scalable, all-in-one system. Its real-time dashboards and integration options make it a favorite for agencies, consultancies, and growing service businesses looking to improve productivity and profitability without juggling multiple apps or spreadsheets. Magnetic’s appeal lies in its deep feature set and its focus on end-to-end team operations for client-facing organizations aiming to standardize and scale their workflows.

Use Cases in Practice

Let’s break down how Runbear’s AI agent, embedded in your chat, revolutionizes Magnetic workflows for teams.

Imagine asking, "What’s the status of our top client’s project?" and having your AI agent instantly reply in Slack with a current summary pulled from Magnetic. No more logging in or toggling windows—just actionable insights. Or picture your Monday morning: the AI agent posts an auto-generated sales pipeline report, distilled from Magnetic CRM, right in your team channel. Financial updates and project analytics become team-wide discussions as the AI agent translates data into simple language, answers follow-up questions, and renders charts on request. Task management, too, gets smarter—with team members assigning or updating Magnetic tasks simply by messaging the AI agent. Each of these workflows loops the right information into your team’s natural conversations—driving faster decisions and less busywork.

This seamless integration works much like our business analytics use case, where Runbear automates analytics delivery in chat. Similarly, Magnetic teams can now get complex project, sales, or financial analyses delivered on schedule or on demand, directly where team collaboration happens. For those automating daily reports in other tools, see our tips on how to automate KPI reporting—now possible for Magnetic data too.

Magnetic vs Magnetic + AI Agent: Key Differences

Without Runbear, Magnetic users must constantly switch between the platform and their team chat, manually searching for project statuses, sales data, and financials—often leading to delays and missed insights. With Runbear, AI agents bring Magnetic intelligence directly into Slack, Teams, or Discord. Teams can retrieve, analyze, and act on Magnetic data naturally through conversation, automate recurring updates, and increase productivity through context-aware collaboration.

Implementation Considerations

Before adopting this AI-powered workflow, teams should assess their readiness for change. Initial setup involves connecting both Magnetic and team chat tools to Runbear, ensuring the AI agent has the necessary permissions and access. Teams may need to invest in brief training for members to understand how to ‘ask’ the AI agent for Magnetic data or automate common routines. Change management is crucial: communicate the value of AI agent-powered collaboration and involve key users early. Consider potential impacts on data governance—ensure sensitive Magnetic data is only accessible to authorized users via Runbear. Factor in the cost-benefit: improved productivity often offsets integration costs, but only if teams adjust their habits and workflows. Lastly, review your security policies to confirm compliance when using AI agents with client or financial data.

Get Started Today

The future of team collaboration lies in bringing AI agents and business data together in the natural flow of work. With Runbear, Magnetic becomes more than a back-office tool: it’s a conversation partner, a data analyst, and a productivity engine—all from within Slack, Teams, or Discord. Ready to give your team an instant upgrade? Try the Magnetic and Runbear integration now to automate reporting, streamline task management, and unlock truly intelligent collaboration inside your chat. Empower your team to make smarter, faster decisions—your Magnetic data is only one message away with an AI agent.