Plugin · project management

Groxbot + Magnetic

Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.

How a Bot uses Magnetic

14 Magnetic tools. Connect under Plugins. The Bot still asks before anything leaves the thread.

  • Use Magnetic the way you would: open it, do the task, come back with evidence.
  • Work stays in the Bot thread. Anything leaving Groxbot needs your OK.
  • If it hits a login, 2FA, or a paywall, it stops on the computer for you.

Never without you

  • Change live Magnetic settings
  • Message anyone outside the Bot thread

First message

Use Magnetic for this task. Stay in the thread. Stop if you would change anything live.

Tools a Bot can call

A sample from the Magnetic toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.

  • Get Current Follow-ups
  • Search Client Contacts
  • Create Magnetic Grouping
  • Create Magnetic Task
  • Get Contact Tags
  • Get Magnetic Grouping by ID

Jobs that use Magnetic

Related integrations

FAQ

Does Groxbot have a native Magnetic integration?

Connect Magnetic under Plugins when it is listed. If not, the Bot still has a real computer — it can work in Magnetic in the browser the way you would, then stop when it needs a login or approval.

Can a Bot change live Magnetic data?

Not by default. Groxbot is talk-first: draft in the thread, grant access when it hits a wall. Live Magnetic writes wait for you.

Do I need a workflow builder?

No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.