Find where prospecting time is going
Get a periodic, detailed view of tracked lead work so you can spot patterns that deserve a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Detailed Report
Generates a detailed time entry report.
Why this helps
Without a regular review, time spent researching and following up on leads can be hard to explain or improve.
- Review time entries with project and other available breakdowns.
- Spot entries that may need clarification.
- Use a consistent basis for improving prospecting routines.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation to generate and summarize a detailed report for prospecting work.
- 3Pick a recurring Notis cron schedule for the audit.
- 4Choose where Notis should send run reports.
- 5Test with one real reporting period and check the returned detail.
Questions about this workflow
Can this prove which outreach produced a sale?
No. Clockify reports tracked time, not sales outcomes. Connect outcome data separately or provide that baseline if you want to compare results.
Will the report include every detail about an entry?
It can summarize the fields Clockify returns for the report. Anything not included in those results will not be available to analyze.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clockify. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Group
Adds a user to an existing workspace group.
Create Webhook
Creates a webhook to receive workspace event notifications.
Delete Client
Permanently deletes a client; this action cannot be undone.
Create New Project
Creates a project in a workspace, optionally linked to a client.
Delete Webhook
Deletes an existing webhook.
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Filter Workspace Users
Filters workspace users by criteria.
Connect any two apps with Notis in the middle.
Aeroleads and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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