カレンダー活動から請求可能時間を集計

Calendar、Granola、Airtable、Xero から顧客作業時間を再構成し、確認可能な集計を作ります。

試してみる

Zeroの接続先:

課題

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.

Zeroによる解決方法

ステップ1：ツールを接続する

Calendar

必須

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

接続

Granola

必須

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

接続

Airtable

オプション

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

接続

Xero

オプション

Xero. Validates customer and invoice context without creating invoices.

接続

ステップ2：Zeroに聞く

@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.

試してみる

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.

ステップ3：さらに活用する

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.

試してみる

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.

試してみる

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.

試してみる

より良い結果のためのヒント

●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.