Integrations / Project Management
Magnetic on WhatsApp: manage tasks and users with an AI agent
Flann turns Magnetic into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Magnetic for you. Connecting Magnetic to Flann does not change how your team works in it. They keep their boards, lists and timers.
14 actions in Magnetic. 12 only look things up, and 2 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Magnetic
You do not need the exact wording. These are the kinds of messages Flann turns into Magnetic actions.
“Look up the task in Magnetic.”
“Find client contacts in Magnetic.”
“Show me my contact tags in Magnetic.”
“Create a task in Magnetic.”
“Create a grouping in Magnetic.”
What Flann can work with in Magnetic
Magnetic gives Flann 14 actions across 10 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Tasks | createlook up | 2 |
| Users | look up | 2 |
| Groupings | createlook up | 2 |
How the same task job compares, in Magnetic directly and through Flann.
| Compare | In Magnetic yourselfYou click through each job | Flann on MagneticYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about tasks | By hand, screen by screen | 12 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 2 changes, made from a message |
| Magnetic records | All of them, one screen at a time | 10 kinds, from one chat |
| Set-up | Nothing new to set up | Your Magnetic API key, once |
YesPartlyNo
Step by step: Magnetic jobs you can hand to Flann
How a request turns into real Magnetic actions, one step at a time.
Create a task from a voice note
- You message Flann on WhatsApp: “Create a task in Magnetic with these details.”
- Flann runs
Get Magnetic Taskin Magnetic and shows you what it found. - Flann runs
Create Magnetic Taskin Magnetic. - Flann creates it in Magnetic and confirms in the chat.
Get answers about your users
- You message Flann on WhatsApp: “What is the latest on our users in Magnetic?”
- Flann runs
Get User by IDandGet Usersin Magnetic and shows you what it found. - Nothing in Magnetic is changed: these are look-ups, so they run straight away.
Check your client contacts from WhatsApp
- You message Flann on WhatsApp: “Show me where our client contacts in Magnetic stand.”
- Flann runs
Search Client Contactsin Magnetic and shows you what it found. - Nothing in Magnetic is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Magnetic
Small jobs, repeated often, are where the time goes. Here is how they change once Magnetic is connected.
A morning stand-up without the meeting
Today
Every morning you open Magnetic, filter by today, then by overdue, then by person. It is a ritual before the day has even started.
With Flann
“What’s due today in Magnetic, and what’s overdue?”
Today’s jobs come back grouped by person, with anything overdue at the top. It fits on one screen.
What you stop doing: Filtering the board three ways each morning is no longer how your day begins.
Spotting work that has stalled
Today
A job can sit in the same column of Magnetic for weeks without anyone noticing. You only find out when a customer chases.
With Flann
“Anything in Magnetic that hasn’t moved since last week?”
Comparing this week’s board in Magnetic with last week’s, Flann lists tasks with no updates, comments or status change, along with how long each has been stuck and who holds it. That part is a look-up.
What you stop doing: Finding stuck work only when a customer complains stops happening.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Magnetic
- Search for Magnetic in Flann’s Connectors.
- Paste your Magnetic API key into the secure form Flann opens. You will find the key in your Magnetic account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Magnetic action and fills in the details.
Of the 14 Magnetic actions, 12 only read. The other 2 create, update, send or delete. Disconnect Magnetic in Connectors whenever you like.
Ways to use Magnetic with Flann
Plan the week in a message
Tell Flann what needs doing this week.
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in Magnetic and asks you to confirm.
What is due today
Ask Flann what is overdue or due today. It reads Magnetic and sends you the list.
Everything Flann can do in Magnetic
Every Magnetic action Flann can run, split into what it reads and what it changes.
Looks up 12
- Get Current Follow-ups
- Get Magnetic Grouping by ID
- Get Magnetic Task
- Get User by ID
- Get Users
- List Companies
- Search Client Contacts
- Get Contact Tags
- Get Grouping Custom Field Definitions
- Get Grouping Statuses
- Get Grouping Tags
- Get Magnetic Opportunity Statuses
Changes 2
- Create Magnetic Grouping
- Create Magnetic Task
More Project Management apps Flann works with
Common questions
What can Flann do with tasks in Magnetic?
Flann can create and look up tasks in Magnetic, using 2 actions (Create Magnetic Task, Get Magnetic Task). Looking up runs straight away and changes nothing. The other actions create or change tasks in Magnetic.
What can Flann do with users in Magnetic?
Flann can look up users in Magnetic, using 2 actions (Get User by ID, Get Users). All of them only look things up, so they run straight away.
How does Flann connect to Magnetic?
Open Connectors in Flann, choose Magnetic and paste your Magnetic API key into a secure form. You will find the key in your Magnetic account settings. Once it is connected, Flann can use 14 actions in Magnetic.
Do I need to open Magnetic to use it with Flann?
No. Once Magnetic is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Magnetic.
Is Magnetic included in my Flann plan?
Yes. Every Flann plan includes every app, Magnetic included.