Automation for advisors · Runs every Friday at 16:00
Billable hours recap
A weekly client-by-client reconstruction of billable time backed by evidence. Your assistant runs it every Friday at 16:00 and tells you when something needs your attention.
Billable hours recap — Sep 18
Automation run • Sep 18
Billable hours recap
Output
Here is your billable time estimate for September 14 through September 18, 2026. You worked an estimated 17.5 hours across two clients, with 3.0 unlogged hours flagged for review. All figures are estimates for you to confirm before logging hours in QuickBooks.
Harbor & Pine
Estimated billable time: 10.5 hours (7.5 hours logged in QuickBooks, 3.0 hours unlogged estimate).
| Activity | Estimated time | Evidence source |
|---|---|---|
| September cash forecast model update | 3.5 hours | Google Workspace doc edits on Sep 15 |
| Working session with Theo Marsh | 2.0 hours | Google Workspace calendar on Sep 16 |
| Weekly finance check-in with Maya Calder | 2.0 hours | Google Workspace calendar on Sep 17 |
| Unlogged: Inventory reconciliation review | 3.0 hours | Google Workspace thread with Theo on Sep 18 |
Tidewater Health
Estimated billable time: 7.0 hours (7.0 hours logged in QuickBooks, 0.0 unlogged).
| Activity | Estimated time | Evidence source |
|---|---|---|
| August close review call with Rui Banks | 2.5 hours | Google Workspace calendar on Sep 14 |
| Board deck financial slide updates | 3.0 hours | Google Workspace file edits on Sep 15 |
| Round-trip travel from Lake Oswego | 1.5 hours | Google Workspace calendar travel block on Sep 14 |
No other unlogged calendar blocks or client threads were found. Everything is ready for your review.
Automation steps. Your assistant follows these 3 steps each time it runs, using your connected email and calendar.
- 01
Each Friday afternoon, reconstruct my billable time for the week by client from my calendar, email and documents.
- 02
Show the evidence behind each block (the meeting, thread or file it came from) and flag work that looks billable but hasn't been logged.
- 03
Label every number an estimate; I'll confirm the final hours.
Adjust the automation in chat
Tell your assistant what to do differently and it sets up that version for you.
- Include round-trip driving time from Lake Oswego for all on-site client visits.
- Flag any client email thread with more than three replies that lacks a time entry.
- Separate billable travel hours from active project work in the tables.
Results arrive as a message from your assistant. Each run posts to your conversation with your assistant, and can email you too. The automation keeps a log in your knowledge base and reads it before each run to see what has changed.
Adjustable schedule
Runs every Friday at 16:00 by default. Pick another time when you add it, or ask in chat for a custom schedule.
Only useful reports
When nothing needs attention, the run says so in a line or stays quiet. When there are findings, you get them with a link to the full run.
What it does on its own
Reconstructs your weekly billable time for review on its own. Changes nothing. An automated run has no tool that sends, posts, shares, or deletes anything.
This automation reads your email and calendar. Connect Google Workspace or Microsoft 365 to Fieldwork. The automation uses whichever you connect. It also uses your files, meeting notes, accounting when connected.
More automations for advisors.
Questions about this automation.
- How do I set this up?
- Go to the Agents page in Fieldwork, open your assistant, find this automation in the job library, and choose Add. The card prompts you to connect Google Workspace or Microsoft 365 if needed, and it starts on the suggested timing of every Friday at 4:00 PM.
- What does the automation do on its own versus what waits for me?
- It reconstructs your weekly billable hours and presents the evidence on its own. It never enters time into QuickBooks, creates invoices, or modifies documents, so final hours remain yours to approve.
- Where do my weekly recaps arrive?
- Results arrive as a message in your conversation with your assistant, and Fieldwork can email them to you as well. If no client work took place during the week, it sends a brief update or stays quiet.
- How does it detect unlogged billable work?
- It checks your connected calendar, emails, and file edits against existing entries in your accounting software. Any client meetings, extended message threads, or document revisions without matching records get flagged as unlogged estimates.
Security first
No training on your data
Neither we nor our model providers train on your data. Inference runs with zero retention wherever the provider supports it.
Access
Agents only see what the person asking can see. Conversations, files, apps and connections stay private until shared, and admins have no way into conversations.
Encryption and isolation
Data is encrypted at rest and in transit. Each user's code runs in its own microVM, and secrets reach models by name only.
Continuity
Continuous backups, replicated to a second region. Data is exported on request and deleted within 30 days of a contract's end.