Prepare a monthly client time summary automatically
Have Notis create a Clockify summary report for the month so client time is ready for review.
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
Monthly client reviews become stressful when project time has to be gathered at the last minute.
- Gather client time on a regular schedule.
- Review totals before invoicing or internal close.
- Reduce manual report setup at month end.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Clockify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the monthly client summary.
- 3Tell Notis to generate a Clockify summary report for the previous month grouped by client and summarize the returned totals.
- 4Pick a monthly schedule and choose where run reports go.
- 5Test with one completed month and verify the date range and grouping.
Questions about this workflow
Does this send invoices?
No. It generates a Clockify report for review and does not create or send invoices.
Can it include only selected clients?
Include the client criteria in the instruction if the report action supports it, and verify the returned report during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Clockify. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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