Review prospecting effort in one weekly summary
Start your weekly review with a concise view of tracked time across lead research and outreach projects.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Summary Report
Generates a summary report of time entries grouped for high-level analysis.
Why this helps
Founders may spend time on prospecting across several work areas without a simple weekly picture of the effort.
- Get an aggregated view of tracked lead work.
- Review effort by supported Clockify groupings.
- Make weekly planning easier with a recurring summary.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation to generate and summarize the Clockify lead work report.
- 3Pick a weekly Notis cron schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real week and confirm the summary answers your review questions.
Questions about this workflow
Can the summary group time by lead?
Only if Clockify entries and report filters support identifying leads. Otherwise, use available groupings such as project or client.
Will it compare time with leads won?
Not from Clockify alone. A conversion baseline must be supplied from another source before Notis can compare effort with outcomes.
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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