Use Magnetic with NimbleBrain.
Connect Magnetic and just ask — no workflow to build. Magnetic is an all-in-one platform designed to help professional services firms manage projects…. The agent gets 12 actions, running under your own credentials.
Actions
Everything the agent can do in Magnetic
12 actions
- Clients get current followups
- Clients search contacts
- Get contact tags
- Get groupings
- Get grouping statuses
- Get grouping tags
- Get opportunity statuses
- Get task
- Get user
- Get users
- Magnetic tasks get grouping custom field definitions
- Magnetic tasks search tasks
Getting connected
Three steps, and Magnetic is reachable.
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Install it
Find Magnetic in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.
