Automation library · Integrations

Flag unbilled time and revenue in Clio and send email digests

Started by a clock, and works across Email. 18 steps: a working afternoon to understand properly.

Medium

Download free
18 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 2Logic 8Service 8

The steps in the order they run, from what starts it.

  1. 1When Daily Unbilled Activity StartsSchedule triggerStarts it
  2. 2When Weekly Unbilled Revenue StartsSchedule triggerStarts it
  3. 3Fetch Prior Day Calendar EntriesHttp RequestService
  4. 4Fetch Weekly Calendar EntriesHttp RequestService
  5. 5Fetch Prior Day Time EntriesHttp RequestService
  6. 6Fetch Weekly Time EntriesHttp RequestService
  7. 7Fetch Open Matters For UnbilledHttp RequestService
  8. 8Fetch Open Matters For WeeklyHttp RequestService
  9. 9Find Unbilled Calendar ActivityCodeLogic
  10. 10Find Weekly Unbilled ActivityCodeLogic
  11. 11Group Unbilled Items By AttorneyCodeLogic
  12. 12Compute Weekly Unbilled RevenueCodeLogic
  13. 13Build Unbilled Time DigestCodeLogic
  14. 14Build Weekly Revenue SummaryCodeLogic
  15. 15Log Unbilled Digest For AuditExecute WorkflowLogic
  16. 16Log Weekly Revenue Summary For AuditExecute WorkflowLogic
  17. 17Send Unbilled Time Digest EmailEmail SendService
  18. 18Send Weekly Revenue Summary EmailEmail SendService

How it's built

Starts on
A clock
Steps
18
Size
Medium: a working afternoon
Connects to
Email
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 18 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 18 steps before you point it at anything that matters.