Timely
Connect Timely from Integrations in the Workforce AI dashboard. Your AI employee can use the tools listed on this page when a job calls for them.
What you can do with Timely
Section titled “What you can do with Timely”- Summarize time by project or client.
- Find missing or unreviewed entries.
- Prepare a weekly time report.
Recipes
Section titled “Recipes”Build a recurring brief
Section titled “Build a recurring brief”Every Monday morning, review the current information in Timely. Summarize what changed, what needs attention, and the next action for each owner.
Update the system after a decision
Section titled “Update the system after a decision”Use the approved meeting decision to update the matching record in Timely, include the owner and due date, and show me the completed result.
Use the first result to fine-tune the wording, fields, or format. When it is right, keep the job available in chat or place it on a schedule.
Connect Timely
Section titled “Connect Timely”- Open Workforce AI and choose Integrations.
- Find Timely and select Connect.
- Complete the sign-in or connection details shown on screen.
- Open your AI employee and give it one clear Timely job.
Use Integrations whenever you want to reconnect Timely or choose a different account.
Get a better result
Section titled “Get a better result”Name the result, the Timely record or area involved, the audience, and the timing. Add the fields or format you want when they matter.
Common questions
Section titled “Common questions”Where will I see the result?
Section titled “Where will I see the result?”Your AI employee returns the result in your Workforce AI conversation. Work that creates or changes information can also appear under Tasks for review.
Can Timely be part of a scheduled job?
Section titled “Can Timely be part of a scheduled job?”Yes. Once the connection and instructions work the way you want, tell your AI employee when the job should run.
How do I use another Timely account?
Section titled “How do I use another Timely account?”Open Integrations, reconnect Timely, and choose the account you want during sign-in.
Timely tool reference
Section titled “Timely tool reference”View all 39 Timely tools
- Create client
- Create day locking
- Create label
- Create report
- Create team
- Create webhook
- Delete label
- Delete team
- Delete webhook
- Get activities
- Get client
- Get current permissions
- Get current user
- Get label
- Get project
- Get team
- Get user
- Get user capacities
- Get user permissions
- Get webhook
- List accounts
- List clients
- List events
- List forecasts
- List labels
- List projects
- List project events
- List roles
- List teams
- List users
- List user events
- List webhooks
- Retrieve account
- Update client
- Update day locking
- Update label
- Update project
- Update user
- Update webhook