---
title: "AI Agent: What is the Float Manager and how do you use it?"
last_updated: "2026-04-01T12:27:30.691Z"
category: "AI Agents"
canonical_url: "https://maybeclients.com/h/mash-help-centre/ai-agent-what-is-the-float-manager-and-how-do-you-use-it"
help_centre: "MaSH! Help Centre"
---

# AI Agent: What is the Float Manager and how do you use it?

## What This Spud AI Agent Actually Does

Float Manager is a purpose-built AI Agent that turns scheduling and resourcing requests into structured actions inside Float. It helps you plan work, manage allocations, track milestones, and generate utilisation and project reports with consistent prompts and clear task states.

Typical task states you will see:

- Drafting: Float Manager prepares the change and summarises what will happen.
- Running: Float Manager applies the update or pulls the requested data from Float.
- Paused: Float Manager stops to request missing details, confirm a destructive change, or resolve a conflict.
- Done: Float Manager returns a clean output you can act on, plus a short audit-style summary of what changed.
Governance is built in. Float Manager prioritises accuracy, minimal disruption, and clear confirmation steps before any high-impact edits.

## What This Spud AI Agent Does Not Do

Float Manager does not:

- Guess missing dates, budgets, people, or project identifiers.
- Override approvals, policies, or permissions set in Float.
- Silently delete or rename key records without explicit confirmation.
- “Fix” over-allocation by moving work around unless you tell it exactly what to change.
- Invent logged time. It only reports what is recorded in Float.
## What Can Float Manager Do?

### Scheduling visibility and overload checks

- In Float, show my schedule for {date_range} and highlight any days over {hours_per_day} hours.
- In Float, list all allocations for {person_name} between {start_date} and {end_date}, grouped by day.
### Project and client setup

- In Float, create a new client named {client_name}.
- In Float, rename client {old_client_name} to {new_client_name}.
- In Float, create a new project called {project_name} for client {client_name} with dates {start_date}–{end_date}.
- In Float, add a phase {phase_name} to {project_name} running {start_date}–{end_date} with a budget of {budget_hours} hours.
### Milestones management

- In Float, set a milestone {milestone_name} on {milestone_date} for {client_name} / {project_name}.
- In Float, move the milestone {milestone_name} from {old_date} to {new_date} in {project_name}.
- In Float, delete milestone {milestone_name} from {project_name} I confirm you should remove it.
### Booking and changing allocations

- In Float, book {person_name} on {client_name} / {project_name} / {task_name} for {date_range} at {hours_per_day} h/day billable.
- In Float, change {person_name}’s allocation on {project_name} to {new_hours_per_day} h/day for {date_range}.
- In Float, add {person_name} to the team on {project_name}.
- In Float, find who is available for {date_range} with at least {free_hours_per_day} hours/day free.
### Reporting and time insight

- In Float, generate a people utilization report for {date_range} for {person_name}.
- In Float, generate a projects report for {date_range} for {client_name} / {project_name}.
- In Float, list logged time for {person_name} during {date_range}, grouped by client and project.
### Status, time off, and holidays

- In Float, set {person_name}’s status to {status_type} for {date_range} with note {status_note}.
- In Float, request time off for {person_name} for {date_range} as {time_off_type} full day.
- In Float, list all approved time off for {date_range} and flag conflicts with allocations.
- In Float, show team holidays and public holidays for {year} in region {region}.
## Task Example Walkthroughs

## Walkthrough: Find availability for new work

Prompt Used

“Float Manager, find who is available for 15 April 2026 to 26 April 2026 with at least 4 hours/day free.”

Task State

Running then Done

Output

- A short list of people who meet the threshold for each day in the date range
- Notes on partial availability, such as “meets 4h/day except Tuesdays”
- A quick summary: total free hours across the period, plus any constraints time off, status blocks
The Problem This Solves

You need to staff work quickly without manually scanning calendars, allocations, and time off for the whole team.

What the Float Manager Does

- Checks allocations and non-working time status, time off in Float
- Calculates free capacity against the requested {free_hours_per_day} threshold
- Produces a clear shortlist you can book immediately
What Comes Back

A ready-to-use shortlist, plus enough context to make a confident staffing decision without opening multiple views.

When the Float Manager Pauses

- If {date_range} is ambiguous for example “next week” without dates
- If “available” needs a definition billable only, excluding tentative work, specific roles or departments
- If you lack permission to view some team members’ schedules
How to Start

Provide exact dates, the daily free-hours threshold, and any constraints such as role, region, or team.

## Walkthrough: Book a person on a billable task

Prompt Used

“Float Manager, book Priya Shah on Acme Co / Website Refresh / QA for 06 April 2026 to 17 April 2026 at 3 h/day billable.”

Task State

Drafting preview then Running after approval then Done

Output

- Confirmation of the booking: person, client, project, task, date range, and hours/day
- Any warnings, such as creating an over-allocation on specific dates
- A before-and-after summary for Priya Shah’s daily load across the range
The Problem This Solves

Booking work can be error-prone, especially when you are juggling multiple projects and trying to avoid overload.

What the Float Manager Does

- Validates that the client, project, and task exist or pauses to ask whether to create missing items
- Applies the booking at the specified billable rate and hours/day
- Flags over-allocation and conflicts so you can adjust immediately
What Comes Back

A clean confirmation plus exception handling, so you know exactly what changed and what needs attention.

When the Float Manager Pauses

- If {task_name} does not exist in the project, or naming is unclear
- If the booking would exceed your overload threshold and you have asked it to prevent overloads
- If billable status is not allowed or requires a specific project setup
How to Start

Use the full “client / project / task” path, exact dates, and the intended hours/day.

## Governance & Trust

### Paused Is Not Failure

A pause is Float Manager doing the safe thing. It stops before an action that could be wrong, irreversible, or misleading, and asks for the minimum needed to proceed.

### What Triggers a Pause

Common triggers include:

- Missing inputs dates, person, project, budget hours, region
- Ambiguous instructions “move it to next Friday” without a date
- Potential conflicts over-allocation, time off overlap, blocked status
- Destructive actions deleting milestones, renaming clients
- Permission limitations in Float
### What You See When It Pauses