Break down deal work by project each week
Review the weekly effort behind each tracked deal project in one Clockify report.
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
A single total for deal work does not show which opportunities are taking the most time.
- See tracked hours grouped by project for a weekly period.
- Spot projects that are taking more time than expected.
- Keep pipeline time review consistent week to week.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clockify once in the Notis portal.
- 2Create an automation prompt describing which deal projects to include and the desired weekly grouping.
- 3Pick a recurring Notis schedule for the report.
- 4Choose where run reports should go and test with one real week of tracked time.
Questions about this workflow
Does this workflow need Affinity events?
No. Affinity has no trigger events here. A Notis schedule starts the workflow, and the prompt can use connected Affinity data to identify relevant projects.
Can it highlight unusual time increases?
Only if the workflow has comparable prior-period Clockify data and you ask Notis to compare it. State any baseline you require.
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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