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.

View connector documentation

Automate & integrate Float

Automating Float business processes or integrating Float data is made easy with Tray.ai.

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

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

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

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

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

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 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.

• Let anyone check resource availability without digging through Float manually
• Cut time-to-staff for new projects by surfacing availability on demand
• Combine Float data with CRM pipeline data to flag future capacity gaps before they become a problem

Challenges Tray.ai solves

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.

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.

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.

How Tray.ai helps: Tray.ai connects your HRIS to Float so the moment a new employee is activated, a Float team member record is created automatically with all the relevant attributes pulled from HR.

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.

How Tray.ai helps: Tray.ai connects your CRM and Float so a closed deal automatically kicks off a Float project creation workflow.

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.

How Tray.ai helps: 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.