Email a monthly time tracking summary from Toggl automatically

Each month it pulls your Toggl hours by client and project and emails you a clean summary report automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(["start of each month"]):::trigtime s0["pull tracked time"]:::svc s1["match client and project names"]:::task s2["total and format summary"]:::task s3["email the report"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"monthly hours report emailed"/]:::out pay{{"saves time building billing reports"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationReporting & Analytics
Connects
TogglResend

The problem it solves

Pulling together last month's tracked hours by client and project means exporting data and building a report by hand every single time. It's a routine task that quietly eats into time you could bill instead.

Who it fits

Freelancers and agencies who bill clients based on tracked hours.

How it works

  1. Runs automatically at the start of each month
  2. The system pulls last month's tracked time from Toggl, grouped by client and project
  3. It matches client and project names for a readable report
  4. Hours are totaled and formatted into a clean summary
  5. The report is emailed to you automatically
What you get

Clients billed from a report that writes itself

Each month your tracked time by client and project arrives in your inbox as a clean summary you can send straight to clients.

What you get

A monthly email report showing billable hours broken down by client and project.

What you need

A Toggl Track account and a Resend account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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