1.Runs monthly job on day 1
Integrate Schedule by Zapier and automation scheduling tools to start the monthly billability run for the prior month.
Update monthly billability percentage for each team member
Automatically run a monthly billability update job across Schedule by Zapier and time-tracking reporting endpoints. Calculate previous-month billable percentages, then write them to Google Sheets when the first day monthly job runsβso you can forecast staffing, align billing, and avoid manual reporting.
How this automation updates your billable percentages
When the first day monthly schedule runs, month-end billing ratios stay scattered and stale for teams. This automation runs date calculations, pulls time entries, computes billable percentages, and updates Google Sheetsβso your team can plan staffing with confidence.
Schedule by Zapieror swap with your favorite app
2.Calculates date range and column
Integrate Code by Zapier and date tools to determine the previous-month range and target month column.
Code by Zapieror swap with your favorite app
3.Posts to time report endpoint
Integrate Webhooks by Zapier and API connectors to request the prior-month time report using the computed dates.
Webhooks by Zapieror swap with your favorite app
4.Imports CSV line items
Integrate Formatter by Zapier and data parsing tools to convert the response into line items and durations.
Formatter by Zapieror swap with your favorite app
5.Computes billable percentage
Integrate Code by Zapier and calculation tools to convert durations, total billable vs non-billable time, and compute the percentage.
6.Updates staff billability in Sheets
Integrate Google Sheets and spreadsheet lookups to match staff rows by full name and write the month percentage.
Google Sheetsor swap with your favorite app
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