# Flag unbilled time and revenue in Clio and send email digests: n8n workflow

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

Source: https://millionrounds.com/workflow/flag-unbilled-time-and-revenue-in-clio-and-send-email-digest (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Integrations](https://millionrounds.com/workflows?category=Integrations#library)

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fflag-unbilled-time-and-revenue-in-clio-and-send-email-digest)

**18 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 2 Logic 8 Service 8

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

- 1 **When Daily Unbilled Activity Starts** Schedule trigger *Starts it*
- 2 **When Weekly Unbilled Revenue Starts** Schedule trigger *Starts it*
- 3 **Fetch Prior Day Calendar Entries** Http Request *Service*
- 4 **Fetch Weekly Calendar Entries** Http Request *Service*
- 5 **Fetch Prior Day Time Entries** Http Request *Service*
- 6 **Fetch Weekly Time Entries** Http Request *Service*
- 7 **Fetch Open Matters For Unbilled** Http Request *Service*
- 8 **Fetch Open Matters For Weekly** Http Request *Service*
- 9 **Find Unbilled Calendar Activity** Code *Logic*
- 10 **Find Weekly Unbilled Activity** Code *Logic*
- 11 **Group Unbilled Items By Attorney** Code *Logic*
- 12 **Compute Weekly Unbilled Revenue** Code *Logic*
- 13 **Build Unbilled Time Digest** Code *Logic*
- 14 **Build Weekly Revenue Summary** Code *Logic*
- 15 **Log Unbilled Digest For Audit** Execute Workflow *Logic*
- 16 **Log Weekly Revenue Summary For Audit** Execute Workflow *Logic*
- 17 **Send Unbilled Time Digest Email** Email Send *Service*
- 18 **Send Weekly Revenue Summary Email** Email Send *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fflag-unbilled-time-and-revenue-in-clio-and-send-email-digest)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)

## Workflows like it

Also integrations, with the same services where possible, closest in size first.

- [**Cash reimbursement** 16 steps · Email](https://millionrounds.com/workflow/cash-reimbursement)
- [**Docker registry cleanup workflow** 16 steps · Email](https://millionrounds.com/workflow/docker-registry-cleanup-workflow)
- [**Draft and route Google reviews replies with Google Places** 16 steps · Email](https://millionrounds.com/workflow/draft-and-route-google-reviews-replies-with-google-places)
- [**Synthesize and compare multiple LLM responses with OpenRouter** 20 steps · Email](https://millionrounds.com/workflow/synthesize-and-compare-multiple-llm-responses-with-openroute)
- [**Analyze emails** 15 steps · Email](https://millionrounds.com/workflow/analyze-emails)
- [**Automate job search with Google Jobs and RemoteOK** 15 steps · Email](https://millionrounds.com/workflow/automate-job-search-with-google-jobs-and-remoteok)