Workforce AI + Timely
Let your AI employees work in Timely.
Connect the account once. Then give your employees a real job using the records, messages, files, or activity already in Timely.
39 Timely actions available.
Useful work
Start with a job you already do.
Pick one repeatable piece of work. Check the first result. Keep it when it saves you a step.
Prepare a clear update for you to review.
Run the same job again on a schedule.
Bring the result into the next piece of customer work.
Try this first
A clear instruction gets a useful result.
In Timely, find the work that needs my attention. Show me the record and who owns it. Tell me the next action. Prepare the update for me to review.
Available actions
What your employees can use.
The complete guide lists every action. These are a few of the jobs available now.
- Create client
- Create day locking
- Create label
- Create report
- Create team
- Create webhook
- Delete label
- Delete team
Setup
Connect it in the dashboard.
- 1
Open Integrations in Workforce AI.
- 2
Choose Timely and select Connect.
- 3
Complete the sign-in or account details on screen.
- 4
Open Chat and give an employee one Timely job.
Questions
Before you connect Timely.
What can Workforce AI do with Timely?
Timely has 39 available actions in Workforce AI. Your AI employees can use the actions that fit the job you give them.
How do I connect Timely?
Open Integrations in the Workforce AI dashboard, choose Timely, and complete the sign-in or account details shown on screen.
Can Timely be used in a scheduled task?
Yes. Test the instruction in chat first. When the result is right, save the same job as a scheduled task.
Put Timely to work.
Connect your account, give your AI employees one job, and check the result.