Timely
Timely
Section titled “Timely”Connect Timely from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Timely toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Summarize time by project or client.
- Find missing or unreviewed entries.
- Prepare a weekly time report.
Connect Timely
Section titled “Connect Timely”- Open Workforce AI and choose Integrations.
- Find Timely and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Timely.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available 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
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Timely, summarize time by project or client. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Timely password?
Section titled “Does Workforce AI need my Timely password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Timely account?
Section titled “How do I switch to another Timely account?”Open Integrations, remove or reconnect Timely, and choose the account you want during the provider sign-in.
Can I use Timely in a scheduled job?
Section titled “Can I use Timely in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.