Guide Request a demo
Your first Magnet view in 5 steps
1. Clarify the trigger
Compliance deadline, scaling, tool consolidation or AI foundation — the trigger decides which process should become visible first.
2. Define the sources
You decide which systems Magnet connects to: email, ticket, CRM, ERP, files, calls. What, how deep and with which permissions — your IT goes through that with us before anything runs.
3. Let it connect
Magnet accesses only what you grant, under control, and pulls no shadow copy of your systems. You keep working as before.
4. Condense & review
A structured process note emerges from the raw material: steps, owners, decisions. Your team reviews and approves.
5. Live on in Collector
The approved note moves into ProcessCollector and lives on there as a shared view — visible to every team.
See it on your real systems.
We look at your case together — and show what Magnet pulls from your systems.