Connectors / Digital product design · 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 processes 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.
- Eliminate the lag between deal close and resource assignment
- Make sure no new project lands without a staffing plan
- Pre-populate Float projects with CRM data to reduce manual entry
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.
- Deliver consistent, on-time utilization reports without manual exports
- Give finance real visibility into billable capacity across teams
- Stop rebuilding the same weekly resourcing deck from scratch
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.
- Prevent double-booking staff who are on approved leave
- Automatically onboard new hires into Float with correct team and role data
- Reflect department transfers and role changes in real time
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.
- Catch overallocation issues before they hit project delivery
- Give managers what they need to rebalance workloads before things break
- Keep an audit trail of capacity alerts for retrospectives
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.
- Keep project plans and resource schedules in sync
- Avoid duplicating task data across platforms by hand
- Make sure every scheduled task has a named owner reflected in Float
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.
- Reduce invoice errors caused by stale or manually entered hour data
- Speed up month-end billing by automating data handoffs
- Improve project profitability reporting with accurate allocation data
Build Float Agents
Give agents secure and governed access to Float through Agent Builder and Agent Gateway for MCP.
Look Up Team Member Availability
Data SourceRetrieve 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.
Fetch Project Allocations
Data SourcePull 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.
Retrieve Project Details
Data SourceAccess 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.
Query Team Capacity Reports
Data SourceFetch 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.
Look Up People and Roles
Data SourceRetrieve team member profiles including roles, skills, departments, and work hours. An agent can match available people to project requirements based on their attributes.
Create or Update Allocations
Agent ToolSchedule 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.
Add Time Off Entries
Agent ToolLog 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.
Create New Projects
Agent ToolSpin 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.
Update Project Timelines
Agent ToolAdjust 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.
Add or Update Team Members
Agent ToolCreate 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.
Delete or Remove Allocations
Agent ToolRemove 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.
Search for Available Resources
Data SourceQuery 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.
Ready to solve your Float integration challenges?
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Challenges Tray.ai solves
Common obstacles when integrating Float — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Closed-Won Deal to Float Project and Resource Assignment
Salesforce 
Float 
Slack 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.
Weekly Utilization Report to Google Sheets and Slack
Float 
Google Sheets 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.
BambooHR PTO Approval to Float Availability Block
BambooHR Float 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.
Jira Epic Created to Float Resource Allocation
Jira Float Slack 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.
Float Overallocation Alert to Manager via Slack
Float Slack Google Sheets 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.
Float Hours Sync to Harvest for Client Billing
Float 
Harvest Google Sheets 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.
How Tray.ai makes this work
Float plugs into the whole Tray.ai platform
Intelligent iPaaS
Integrate and automate across 700+ connectors with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Float — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Float actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Related integrations
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