Float connector
Automate Resource Planning and Team Scheduling with Float Integrations
Connect Float to your project management, HR, and billing tools to keep capacity planning in sync across your organization.
What can you do with the Float connector?
Float is the resource management platform teams use to schedule people, track capacity, and forecast workloads — but it only does its job when it's talking to the rest of your tools. Without integrations, project managers manually update schedules, finance teams chase utilization data, and HR systems drift out of sync with actual team availability. Tray.ai connects Float to your CRM, project tools, HRIS, and reporting platforms so resource data moves automatically and your team can focus on delivery instead of data entry.
Automate & integrate Float
Automating Float business process or integrating Float data is made easy with tray.ai
Use case
Sync New Projects from CRM to Float Schedules
When a deal closes in Salesforce or HubSpot, the project needs to be staffed immediately. Automatically create Float projects and assign resources the moment an opportunity moves to Closed Won, pulling in estimated hours, timelines, and required skill sets from the CRM record.
Use case
Automate Capacity Reporting for Finance and Leadership
Finance and operations leaders need weekly utilization and capacity data to make hiring and budget decisions. Automatically pull Float allocation data, calculate billable vs. non-billable ratios, and push formatted reports into Google Sheets, Looker, or Slack on a schedule.
Use case
Keep Team Availability in Sync with Your HRIS
When employees take PTO, go on leave, or change departments in your HR system, Float needs to reflect those changes right away. Integrate Float with BambooHR, Workday, or Rippling so time-off approvals and staffing changes automatically block schedules and update team capacity.
Use case
Trigger Slack Alerts When Team Members Are Overallocated
Overallocation is a leading cause of burnout and missed deadlines, but it often goes unnoticed until it's too late. Set up automated monitoring that detects when any Float team member exceeds a capacity threshold and immediately notifies their manager or the project lead via Slack or Microsoft Teams.
Use case
Create Float Tasks from Project Management Tools
When milestones or tasks are created in Asana, Jira, or Monday.com, automatically generate corresponding allocations in Float so resource planning stays aligned with actual project scope. Map task assignees, due dates, and estimated hours directly to Float schedule entries.
Use case
Sync Float Actuals to Invoicing and Time-Tracking Platforms
Billing teams need accurate time and allocation data from Float to generate invoices and reconcile project profitability. Automatically push Float's logged hours and project allocations into Harvest, QuickBooks, or Xero so billing cycles run on real data without manual reconciliation.
Use case
Build AI-Powered Resource Allocation Agents
Use tray.ai's agent-building tools to create assistants that can read Float capacity data, project pipelines, and skills matrices to recommend who should work on what. Agents can answer Slack queries like 'Who's free next month for a 3-week UX project?' and pull Float data on the spot.
Build Float Agents
Give agents secure and governed access to Float through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Team Member Availability
Retrieve current and future availability for team members, including time off and capacity. An agent can use this to determine who's free to take on new work before making assignments.
Data Source
Fetch Project Allocations
Pull scheduled allocations across projects to see how team members are currently distributed. This helps an agent assess workload balance and spot over- or under-allocated resources.
Data Source
Retrieve Project Details
Access project metadata including timelines, budgets, and team assignments from Float. An agent can use this to answer questions about project status or feed into downstream planning decisions.
Data Source
Query Team Capacity Reports
Fetch utilization and capacity data across the team or specific departments over a given period. An agent can surface these numbers to help managers make better resourcing calls.
Data Source
Look Up People and Roles
Retrieve team member profiles including roles, skills, departments, and work hours. An agent can match available people to project requirements based on their attributes.
Agent Tool
Create or Update Allocations
Schedule or modify task allocations for team members on specific projects in Float. An agent can trigger resourcing changes in response to project updates, new requests, or capacity signals.
Agent Tool
Add Time Off Entries
Log approved time off for team members directly in Float to keep availability accurate. An agent can trigger this after receiving approval from an HR or leave management system.
Agent Tool
Create New Projects
Spin up new projects in Float with the relevant details such as name, dates, and team. An agent can do this automatically when a deal closes or a new intake request comes in.
Agent Tool
Update Project Timelines
Adjust project start and end dates in Float when schedules change. An agent can keep Float in sync with project management tools like Jira or Asana when milestones shift.
Agent Tool
Add or Update Team Members
Create or modify people records in Float, including their roles, availability, and department. An agent can onboard new hires into the resourcing system as part of an automated HR workflow.
Agent Tool
Delete or Remove Allocations
Remove scheduled allocations when work is cancelled, reassigned, or completed. An agent can clean up Float schedules automatically so stale data doesn't throw off capacity planning.
Data Source
Search for Available Resources
Query Float to find team members with availability that matches a given timeframe, skill set, or role requirement. An agent can use this to proactively suggest resourcing options for incoming project requests.
Get started with our Float connector today
If you would like to get started with the tray.ai Float connector today then speak to one of our team.
Float Challenges
What challenges are there when working with Float and how will using Tray.ai help?
Challenge
Float Schedules Falling Behind Rapidly Changing Project Scopes
Project scopes shift constantly — timelines extend, resources are swapped, budgets get revised. Manually updating Float every time something changes in Asana or Jira creates delays and inconsistencies until your schedules no longer reflect reality.
How Tray.ai Can Help:
Tray.ai listens for change events in your project management tools and automatically updates Float allocations in real time. When a Jira sprint date shifts or an Asana task is reassigned, Float reflects the change without anyone having to touch it.
Challenge
Resource Planning and Financial Reporting Living in Separate Worlds
Finance teams need utilization and capacity data from Float, but they work in spreadsheets and BI tools. Manually exporting from Float is slow, error-prone, and produces stale snapshots rather than anything you'd actually want to make decisions from.
How Tray.ai Can Help:
Tray.ai automates scheduled data pulls from Float's API and pushes structured data directly into Google Sheets, Looker Studio, or your data warehouse. Finance and ops teams get current dashboards without ever logging into Float.
Challenge
New Hires Missing from Resource Tools on Day One
When a new employee starts, they need to appear in Float with the correct team, role, capacity, and skills before anyone can schedule them. If that depends on a manual process, new hires are invisible to resource planning for days or weeks — which is a bad way to start.
How Tray.ai Can Help:
Tray.ai connects your HRIS to Float so the moment a new employee is activated in BambooHR, Workday, or Rippling, a Float team member record is created automatically with all the relevant attributes pulled from HR.
Challenge
The Scramble Between Sales Closing a Deal and Someone Actually Staffing It
Sales closes deals without looping in resource managers, and the result is a scramble to staff projects after contracts are already signed. That gap between deal close and resource assignment leads to rough project starts and clients who can tell something is off.
How Tray.ai Can Help:
Tray.ai connects your CRM and Float so a closed deal automatically kicks off a Float project creation workflow. Resource managers get an immediate notification with everything they need — estimated hours, timelines, required skills — pulled straight from the CRM record.
Challenge
Hunting for Overallocated Team Members by Hand
Resource managers have to manually scan Float's schedule view to spot overallocated team members. On a large team running multiple projects, it's easy to miss and time-consuming even when you don't.
How Tray.ai Can Help:
Tray.ai runs automated capacity checks against Float's API on a configurable schedule, identifies overallocated team members, and routes alerts to the right managers with specific context about which projects are causing the conflict — so you're dealing with it before it becomes a fire.
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Integrate Float With Your Stack
The Tray.ai connector library can help you integrate Float with the rest of your stack. See what Tray.ai can help you integrate Float with.
Start using our pre-built Float templates today
Start from scratch or use one of our pre-built Float templates to quickly solve your most common use cases.
Template
Closed-Won Deal to Float Project and Resource Assignment
When a deal is marked Closed Won in Salesforce, automatically create a Float project with the deal name, client, and timeline, then assign resources based on team availability and required skill tags.
Steps:
- Trigger: Opportunity stage changes to Closed Won in Salesforce
- Extract project name, timeline, estimated hours, and skill requirements from the Salesforce opportunity record
- Create a new project in Float with the extracted data and map required roles
- Query Float for team members with matching skills and available capacity in the project window
- Assign matched team members to the Float project and post a staffing summary to the designated Slack channel
Connectors Used: Salesforce, Float, Slack
Template
Weekly Utilization Report to Google Sheets and Slack
Every Monday morning, pull Float allocation data for all team members, calculate billable and non-billable utilization percentages, update a Google Sheets dashboard, and post a summary to a leadership Slack channel.
Steps:
- Trigger: Scheduled run every Monday at 8:00 AM
- Fetch all active allocations and logged hours from Float for the prior week
- Calculate billable vs. non-billable utilization rates by team and individual
- Write the calculated data to the appropriate rows in a Google Sheets utilization dashboard
- Post a formatted summary with top-line metrics and any flagged overallocations to a Slack leadership channel
Connectors Used: Float, Google Sheets, Slack
Template
BambooHR PTO Approval to Float Availability Block
When a time-off request is approved in BambooHR, automatically create a time-off block in Float for the relevant team member covering the approved dates, keeping capacity planning accurate.
Steps:
- Trigger: Time-off request status changes to Approved in BambooHR
- Extract employee name, time-off dates, and leave type from the BambooHR record
- Look up the corresponding team member in Float by email or employee ID
- Create a time-off entry in Float for the matched team member covering the approved date range
- Update the team member's capacity data and notify their manager via email or Slack
Connectors Used: BambooHR, Float
Template
Jira Epic Created to Float Resource Allocation
When a new Epic is created in Jira with story points and an assignee, automatically create a corresponding allocation block in Float for the assigned developer, mapping sprint dates to the schedule.
Steps:
- Trigger: New Epic created in a specified Jira project
- Extract Epic name, assignee, story point estimate, and target sprint dates from Jira
- Convert story points to estimated hours using a configurable conversion ratio
- Create a Float allocation for the Jira assignee across the sprint date range
- Post a notification to the relevant Slack engineering channel confirming the resource block
Connectors Used: Jira, Float, Slack
Template
Float Overallocation Alert to Manager via Slack
Monitor Float daily for team members allocated above 100% capacity and automatically alert their direct manager with details of the conflicting projects so workload can be rebalanced.
Steps:
- Trigger: Scheduled daily check runs each morning
- Fetch all current allocations from Float and calculate total hours per team member per day
- Identify any team members whose daily allocations exceed their available capacity
- Look up each overallocated team member's manager from a Google Sheets org chart or HRIS
- Send a Slack direct message to the manager listing the overallocated dates and conflicting project names
Connectors Used: Float, Slack, Google Sheets
Template
Float Hours Sync to Harvest for Client Billing
At the end of each billing period, pull logged and scheduled hours from Float for client-facing projects and push them into Harvest as time entries, ready for invoice generation.
Steps:
- Trigger: Scheduled run on the last business day of each billing period
- Fetch all logged hours from Float for billable projects within the billing period
- Map Float project names and team members to corresponding Harvest projects and users
- Create time entries in Harvest for each matched record with accurate hours and date data
- Log a reconciliation summary to Google Sheets and flag any unmatched projects for manual review
Connectors Used: Float, Harvest, Google Sheets