ProductivityAI teammates for Harvest
Understand project time, unbilled hours, and budget pressure.
Your Mate
Your result
The request
Summarize unbilled hours for each client
Result and follow-up
Review the work with your Mate.
More work to hand off
- Flag projects using their budget faster than planned
- Compare project revenue with the time spent delivering it
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
How approvals work
In Safe mode, your Mate can use connected Harvest tools without asking each time. Payments, refunds, and other financial actions still need your approval.
Connecting Harvest
- Connection
- Sign in with your account
- Setup
- About 10 minutes
QuickBooks
Slack
Asana
Jira