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ClickRuntime

Automate Harvest

Stay on top of timesheets, project budgets and invoices in Harvest without running reports by hand. Spot who missed yesterday's hours, see the week by project and person, catch budgets nearing their limit, find timers left on overnight and hear when a client pays. Say what you need to your AI assistant, confirm the steps it lays out, and Harvest is checked for you on schedule.

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Try asking

Create a ClickRuntime automation: every weekday at 9am, post to #timesheets in Slack the Harvest users who logged less than 6 hours yesterday, with how many hours each one tracked.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Harvest

Timesheet gaps caught the next morning, weekly hour totals, early budget warnings, paid-invoice news and a nudge about forgotten timers. These are ready-made starting points. Anything else you can describe works too.
On a schedule

Find out who didn't log their hours yesterday

Each weekday morning your channel lists the people whose tracked time for the previous day fell short.

See how it works
On a schedule

Get Friday's hours by project and person

At the end of each week you receive the hours your team logged, split by project and by person.

See how it works
On a schedule

Hear when a project uses 80% of its budget

You get one email for each project that crosses 80% of its budget, early enough to talk to the client.

See how it works
Every 15 minutes

Post paid Harvest invoices to Slack

When a client settles an invoice, your channel sees the client, amount and invoice number within about 15 minutes.

See how it works
On a schedule

Catch Harvest timers left running in the evening

At 7pm you get a list of any timers still going, with the person, project and hours so far, and no email when there are none.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Harvest, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Harvest automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Harvest should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every Friday afternoon, check Harvest for anyone on my team who has logged less than 35 hours this week and send them a reminder.

Every Monday, post a Slack message with last week's Harvest hours per project and flag any project over 90% of its budget.

At month end, pull billable Harvest hours per client, create draft invoices in QuickBooks, and email me a summary of totals.

Beyond chat

Have Harvest work when you're not in the chat

Connecting Harvest to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Harvest

Harvest uses a personal access token that you create yourself, together with your Harvest account ID.

Harvest

Time tracking

  1. Go to the Harvest developers page at id.getharvest.com and create a new personal access token.
  2. Write down the Account ID shown next to the token.
  3. In the ClickRuntime dashboard, open Connections & secrets and save the token and the account ID as secrets for Harvest.

Good to know

Harvest limits that affect automations

  • A token belongs to the person who made it and sees what they can see. Reports on other people's hours, budgets and invoices need a token from an administrator or a manager with those permissions.
  • Non-admin tokens only list their own running timers and time entries.
  • Every request carries the account ID as well as the token, so a token made for one Harvest account will not read another.

FAQ

Questions about automating Harvest

What Harvest data can ClickRuntime work with?
Time entries, users, projects with their budget reports, and invoices, as far as the token owner's role allows. The ready-made automations only read data, they don't change entries.
Do I need to be a Harvest admin?
For team-wide reports, yes, or a manager with access to the people and projects involved. Paid-invoice alerts also need invoice permission. With a regular user's token you only see your own time.
How soon will I hear about a paid invoice?
The automation checks Harvest every 15 minutes for invoices newly marked paid and posts each one once, so it can take up to a quarter of an hour.
Can budget warnings repeat every day?
No. The check runs every morning but remembers which projects it already flagged, so you get a single warning when a project passes 80% of budget.
Is AI involved in these reports?
Not for these. They add up hours and compare numbers. If you want a written summary on top, the AI is part of your ClickRuntime plan and needs no key of your own.
Is this a Harvest connector for ChatGPT or Claude?
Not for chatting with Harvest data. A chat connector lets your assistant read and change Harvest while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Harvest event.

Related pages

Keep exploring

Tell your assistant what Harvest should do

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