See the weekly shape of lead follow-up work
Bring the week's tracked sales work into a consistent report that is ready for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Weekly Report
Generates a weekly report of time entries grouped by selected dimensions.
Why this helps
It takes extra effort to reconstruct who spent time on prospecting tasks and which projects absorbed attention.
- Review a weekly time breakdown in one place.
- Use Clockify's available grouping options.
- Reduce manual preparation before a sales work review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation to generate a weekly report for tracked lead work.
- 3Pick a recurring Notis cron schedule.
- 4Choose where Notis should send run reports.
- 5Test with one completed week and confirm the grouping is useful.
Questions about this workflow
Does this report show leads contacted?
It reports Clockify time entries. Lead contact counts require source data that is not listed in the available Clockify action.
Can I review individual contributors?
Use the available report grouping options and ensure Clockify entries are associated with the relevant users.
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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