Have client time reports ready for Agiled billing reviews
Make the reporting step easier to remember at the end of a billing cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Why this helps
Client billing reviews get delayed when the time report is an afterthought.
- Create a repeatable billing review artifact
- Reduce end of cycle report setup
- Keep client time data ready for inspection
Setup
Build it in a few focused steps.
- 1Connect Agiled and Clockify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the client, billing period, and report grouping for the shared Clockify report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one completed billing cycle and verify the report scope.
Questions about this workflow
Does this send the report to the client?
The action creates a shared report. Confirm sharing and handle delivery through your existing process.
What if the client or period is unclear?
Specify the client and period in the prompt. Have the automation report missing information rather than creating an incorrectly scoped report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Clockify. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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