How to Migrate from Magic Teams to Ceven
Magic Teams is an AI operating system that runs work across your inbox, Slack, and CRM on your behalf, automating tasks and managing workflows with AI.
Ceven is an AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build & host no-code pages/apps.
Migrate from Magic Teams to Ceven in 6 steps
Inventory by Outcome
Start by listing all the outcomes you need from Magic Teams, not the tasks. For example, you need follow-up emails sent, not a specific task to send emails. This will help you rebuild with a focus on desired outcomes, not a one-to-one replica of the original workflow.
Connect the Same Apps in Ceven
Ceven connects to 1,000+ tools, so you can rebuild your workflows using the same apps. Connect your inbox, Slack, and CRM to Ceven, and any other tools you currently use with Magic Teams.
Describe the Outcome to Rebuild
Using the outcomes you listed, describe each one as a workflow in Ceven. For example, describe the follow-up email workflow. Ceven will guide you through building the workflow, adding steps as needed.
Add AI Steps and Approval Gates
Where Magic Teams had brittle points—such as decision-making or human oversight—add AI steps or human-approval gates in Ceven. This will make your workflows more robust and reliable.
Validate in Parallel
Run both Magic Teams and Ceven in parallel, using real data. This ensures that Ceven is working as expected and that you can make any necessary adjustments. Add human-approval gates on writes to systems of record to be safe.
Schedule and Cut Over
Once you are confident that Ceven is working correctly, schedule a cutover date. This is when you will stop using Magic Teams and rely solely on Ceven for these workflows. Communicate this change to your team to ensure a smooth transition.
Why teams switch from Magic Teams to Ceven
Teams often switch from Magic Teams to Ceven for several reasons. Ceven offers a more robust and flexible platform for automating workflows, with the ability to connect to a wide range of tools and integrate AI steps and human-approval gates. This makes it easier to manage complex workflows and ensure that tasks are completed accurately and efficiently. Additionally, Ceven's ability to build and host no-code pages and apps provides teams with even more functionality and customization options.
Another key advantage of Ceven is its ability to handle end-to-end workflows on a schedule. This means that you can automate tasks that need to be performed at specific times, such as daily reports or weekly updates, and ensure that they are completed on time. Ceven's platform is also designed to be user-friendly, making it easy for teams to set up and manage their workflows without needing extensive technical expertise.
What moves over and what doesn't
When migrating from Magic Teams to Ceven, it's important to understand what will move over and what won't. Your workflows and automations will need to be rebuilt in Ceven, as there is no automatic import. However, you can connect the same apps and tools that you currently use with Magic Teams. This means that you will need to re-authorize these connections in Ceven, but the data and functionality will remain the same.
Additionally, any custom scripts or integrations that you have set up in Magic Teams will need to be recreated in Ceven. This includes any AI steps or decision-making logic that is specific to your workflows. However, Ceven's platform provides a wide range of customization options, so you should be able to replicate these features with ease. Remember, Ceven is not a CRM and does not replace the system of record. Instead, it automates the busywork around the CRM, such as enrichment, follow-ups, syncing, and reporting, running alongside the CRM, not instead of it.
Avoiding the common pitfalls
One of the most common pitfalls when migrating from Magic Teams to Ceven is trying to replicate the old workflows one-to-one. Instead, focus on the outcomes you need and rebuild the workflows in Ceven to achieve those outcomes. This will often result in more efficient and effective workflows.
Another common pitfall is not validating the new workflows in Ceven before cutting over. It's crucial to run both Magic Teams and Ceven in parallel, using real data, to ensure that Ceven is working as expected. This will allow you to make any necessary adjustments and ensure a smooth transition. Additionally, adding human-approval gates on writes to systems of record can provide an extra layer of safety during the migration process.
Frequently asked
Can Ceven automatically import my workflows from Magic Teams?
No, Ceven does not offer an automatic import feature. You will need to rebuild your workflows in Ceven, which can often be a good opportunity to consolidate and improve them.
Will I lose any data during the migration process?
As long as you run both Magic Teams and Ceven in parallel using real data, you should not lose any data during the migration process. This ensures that Ceven is working correctly and that you can make any necessary adjustments before cutting over.
How long does the migration process typically take?
The duration of the migration process can vary depending on the complexity of your workflows and the number of tools you are using. However, with careful planning and execution, the migration process can be completed efficiently. It is important to allocate enough time for testing and validation to ensure a smooth transition.