Magnetic is a robust project management tool that allows teams to create, track, and manage tasks effectively. With Relevance AI, you can elevate your project management experience by leveraging AI Agents to automate workflows and optimize task management.
Magnetic provides a powerful API for managing tasks and projects efficiently. Relevance AI amplifies this by enabling intelligent AI Agents to automate processes and derive insights from your project data.
Real-Time Intelligence Mastery
Empowers the AI agent with instant access to verified company data and insights for more informed decision-making.
Automated Data Orchestration
Enables seamless coordination of data enrichment workflows across multiple business processes and systems.
Proactive Intelligence Synthesis
Continuously analyzes and combines multiple data sources to generate actionable business insights.
Relevance AI seamlessly integrates with Magnetic to enhance your project management workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Magnetic account
- A Relevance AI account with access to your project and datasets
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The Magnetic & Relevance AI integration utilizes a robust API interface to streamline project management and task tracking. With secure OAuth authentication, only authorized workflows can access your Magnetic data, ensuring a seamless experience.
This integration automates task and project management, allowing you to programmatically create and manage tasks, track time, handle contacts, and manage opportunities/jobs without the hassle of manual processes.
Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary. The integration supports various API operations (like POST for creating tasks, GET for retrieving tasks, and PUT for logging time) in the background, so you don’t have to worry about errors, formatting, or limits.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Magnetic + Relevance AI integration without writing code:
- Start with a well-structured Magnetic workspace: Organize tasks, contacts, and opportunities with clear naming conventions and consistent data formats.
- Utilize pre-built workflows: Relevance AI provides templates for task creation, time logging, and opportunity management—perfect for quick implementation.
- Connect securely: Ensure you configure OAuth credentials correctly and approve the right Magnetic account during setup.
- Test integrations thoroughly: Validate API calls with test data before deploying to your live environment to minimize errors.
- Monitor API usage: Be mindful of rate limits and implement request throttling to avoid disruptions in service.
