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 reads along from: 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 read along

Magnet reads along 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.