10 available actions
What your AI agent can do in Float
Float is a resource management and project planning platform for scheduling teams, managing project capacity, tracking time, and reporting on utilization. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get People Capacity ReportReturn person-level capacity, scheduled, unscheduled, time-off, billable, and non-billable totals for a required date range.
- Get ProjectRetrieve one Float project by ID, optionally including its phases, project tasks, team, expenses, or currency details.
- Create AllocationSchedule work on a Float project for one or more people, or leave it unassigned, with optional phase, status, notes, and recurrence.
- Create ProjectCreate a Float project with core scheduling and classification fields.
- Update AllocationReschedule or revise selected fields of a Float allocation.
- Update ProjectUpdate selected core identity, schedule, lifecycle, and tag fields on a Float project.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 6 actions
- Get People Capacity ReportReturn person-level capacity, scheduled, unscheduled, time-off, billable, and non-billable totals for a required date range.
- Get ProjectRetrieve one Float project by ID, optionally including its phases, project tasks, team, expenses, or currency details.
- Get Project Utilization ReportReturn project-level scheduled, logged, billable, non-billable, budget, and utilization totals for a required date range, optionally for one project.
- List AllocationsFind scheduled allocations in Float by project, person, client, phase, project task, date range, billing state, status, or recurrence.
- List PeopleFind active people on the Float schedule by default, or filter for archived or all people, employee type, department, tags, and related account details.
- List ProjectsFind Float projects by code, client, lifecycle state, billing state, status, or tags, optionally including planning details such as phases, tasks, team, and currency.
Create & communicateCreate records or send supported messagesView 2 actions
- Create AllocationSchedule work on a Float project for one or more people, or leave it unassigned, with optional phase, status, notes, and recurrence.
- Create ProjectCreate a Float project with core scheduling and classification fields.
Update & manageChange and manage existing recordsView 2 actions
- Update AllocationReschedule or revise selected fields of a Float allocation.
- Update ProjectUpdate selected core identity, schedule, lifecycle, and tag fields on a Float project.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Float
How does the agent connect to Float?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Float?
The page above lists the 10 actions currently available through the Float connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Float included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Float is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Float to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.