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futureagent

Marketing and contentAutomation

Time spent per client

Every week, the agent compares the time logged in Toggl per client and per project with the retainer sold, flags projects that are over, estimates the real margin and prepares the month's billing details.

Use this template

€3 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Every Monday at 9 am

  1. 1Read. This week's time.
  2. 2Compare. Retainers sold.
  3. 3Flag. Overruns and real margin.

Sample deliverable

October to date: 3 overruns

  • Orsay website: 64 h spent for 48 h sold (+33%), real margin 12%.
  • Maison Céleste: 18 h out of 30 h, on budget.
  • Excel: Time and margin per client
  • Message: Overruns

Connectors

  • Toggl TrackToggl Track: read logged time
  • Google SheetsGoogle Sheets: read retainers sold

Already set up for you

Alert
From 90% of the retainer used

What you'll be asked

  • Which spreadsheet holds your retainers?

Who it's for

About 4 runs a month, standard business logic and 6 actions per run (calculations): Micro tier.

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