Summarize the time behind closed deals
Review how much tracked work went into recently closed opportunities with a Clockify summary report.
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
It takes extra effort to understand time invested in completed or lost opportunities after they leave the active pipeline.
- Gather tracked time for deals that reached a close outcome.
- Compare effort across closed opportunities in a summary view.
- Support future planning with a clearer view of time investment.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clockify once in the Notis portal.
- 2Create an automation prompt defining the closed outcomes, review period, and project matching rule.
- 3Pick a recurring Notis schedule for the summary.
- 4Choose a report destination and test with one real closed deal and its associated Clockify project.
Questions about this workflow
Can it compare won and lost deals separately?
Yes, if the outcome is available in Affinity and the prompt asks for separate reports or groupings supported by Clockify.
Will it know the sales value of each deal?
Only if that value is available through Affinity and included in the analysis. The Clockify report itself summarizes time data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clockify. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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