Dalle attività in calendario al riepilogo delle ore fatturabili

Zero ricostruisce il tempo cliente da Calendar, Granola, Airtable e Xero per la revisione umana.

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Zero connette:

Qual è il problema

Consulting and service teams often complete the work before they record the time. By Friday, meetings have generic names, short follow-ups are forgotten, and internal sessions can look billable. Zero reconstructs the week from activity evidence and engagement records, then gives each proposed entry a confidence level and source trail.

Come Zero lo risolve

Passo 1: Connetti i tuoi strumenti

Calendar

Obbligatorio

Google Calendar. Supplies event duration, attendees, and scheduling evidence.

Connetti

Granola

Obbligatorio

Granola. Supplies meeting purpose, decisions, and client-work evidence.

Connetti

Airtable

Facoltativo

Airtable. Holds active engagements, billing rules, and existing time entries.

Connetti

Xero

Facoltativo

Xero. Validates customer and invoice context without creating invoices.

Connetti

Passo 2: Chiedi a Zero

@Zero every Friday, reconstruct likely billable time from my Google Calendar and Granola notes. Match it to active Airtable projects and check Xero for duplicates. Show evidence and confidence for each missing entry. Never submit a timesheet or create an invoice.

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Zero gathers the week's client activity

Calendar establishes time and participants while Granola clarifies what work happened.

Zero maps evidence to active engagements

Airtable project rules and Xero context determine the client, code, billing constraints, and whether time is already represented.

You approve only the supported gaps

Ambiguous or internal sessions stay excluded. The queue proposes entries but never submits them.

Passo 3: Vai oltre

Approve selected entries

Move only reviewed rows into the official tracker.

@Zero add the two approved Northwind entries to Airtable. Leave the Helio estimate pending.

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Tune a client's billing rules

Teach the workflow engagement-specific exclusions or increments.

@Zero for Helio, round to 15-minute increments and never count internal preparation.

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Prepare an invoice recap

Summarize approved time without issuing the invoice.

@Zero group the approved July hours by client and project for finance review. Do not create invoices.

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Suggerimenti per risultati migliori

●Maintain active engagement names and billing rules in Airtable.

●Treat reconstructed time as a proposal, not a submitted record.

●Exclude ambiguous activity by default so the workflow cannot overbill.