See unbilled project hours in one review
Gather unbilled time into a clear billing review so it is easier to move from tracking to invoicing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Project Hours
Retrieves time entries logged against a project.
Why this helps
Logged work can go unbilled when checking project time entries becomes a separate admin task.
- Summarize available unbilled entries for review.
- Keep project and time details together.
- Make billing follow-up easier to start.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to review available Clientary project hours and summarize entries marked unbilled with their project context.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one scheduled run and verify the entries and billed status.
Questions about this workflow
Will the workflow create invoices for these hours?
No. It prepares a review summary. Invoice creation requires explicit billing details and a separate invoice action.
Can it report only a certain date range?
State the desired range in the instruction if supported by the available records and list action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Clientary. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Ai ml api and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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