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Automated Time Tracking from Calendar

Provides accurate and automated tracking of time allocation, improving billing accuracy and resource planning with minimal manual effort.
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Overview
Operations
Workflow

What does this mean?

Provides accurate and automated tracking of time allocation, improving billing accuracy and resource planning with minimal manual effort.

How it works?

Syncs with calendars to track hours spent on client tasks by analyzing meeting durations and engagements, automatically logging time into tracking systems or reports.

Workflow steps

Step 1: Trigger on calendar event

The Workflow activates automatically via the Google Calendar or Microsoft Outlook Calendar trigger when meetings end or new events are completed throughout the day.

Step 2: Analyze meeting details

Cassidy analyzes each calendar event—extracting meeting duration, attendees, and event titles to determine which client or project the time should be attributed to.

Step 3: Categorize and allocate time

Using the Paths action, the Workflow routes each meeting based on client name, project code, or meeting type, ensuring hours are logged to the correct category for billing or reporting.

Step 4: Log time to tracking system

Using an API request or native integration, the Workflow automatically pushes the categorized time entries into your time tracking system, spreadsheet, or project management tool—no manual data entry required.

Step 5: Generate summary report

At the end of each day or week, the Workflow compiles a summary of hours logged by client or project, and sends it to relevant stakeholders for visibility and review.

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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  • Self-paced training for your team
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A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

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