캘린더 활동에서 청구 가능 시간 요약까지

Zero가 Calendar, Granola, Airtable, Xero에서 고객 작업 시간을 재구성해 검토용 요약을 만듭니다.

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Zero가 연결합니다:

무엇이 문제인가

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.

Zero가 해결하는 방법

1단계: 도구 연결하기

Calendar

필수

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

연결

Granola

필수

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

연결

Airtable

선택

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

연결

Xero

선택

Xero. Validates customer and invoice context without creating invoices.

연결

2단계: Zero에게 요청하기

@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.

3단계: 한 걸음 더 나아가기

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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더 나은 결과를 위한 팁

●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.