Flag unbilled time and revenue in Clio and send email digests

by Dele Tosh @ Protomated ✓ · 0 views · created 2026-09-06 · CRM

What this workflow does

This workflow has 18 nodes and runs on a schedule (cron 0 7 * * *) (plus 1 other trigger). It uses only n8n's built-in nodes.

How it runs

Trigger: On a schedule (cron 0 7 * * *) (plus 1 other trigger).

1. Fetch Prior Day Calendar Entries (HTTP Request): calls an HTTP API (GET)
2. Fetch Weekly Calendar Entries (HTTP Request): calls an HTTP API (GET)
3. Fetch Prior Day Time Entries (HTTP Request): calls an HTTP API (GET)
4. Fetch Weekly Time Entries (HTTP Request): calls an HTTP API (GET)
5. Fetch Open Matters For Unbilled (HTTP Request): calls an HTTP API (GET)
6. Fetch Open Matters For Weekly (HTTP Request): calls an HTTP API (GET)
7. Find Unbilled Calendar Activity (Code): runs custom JavaScript code
8. Find Weekly Unbilled Activity (Code): runs custom JavaScript code
9. Group Unbilled Items By Attorney (Code): runs custom JavaScript code
10. Compute Weekly Unbilled Revenue (Code): runs custom JavaScript code

…plus 6 more steps. See the full node list below.

Before you upgrade to n8n 3.0

Nodes used (5)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• HTTP Requestn8n-nodes-base.httpRequest
• Coden8n-nodes-base.code
• Execute Sub-workflown8n-nodes-base.executeWorkflow
• Send Emailn8n-nodes-base.emailSend

From the author

Quick Overview This workflow runs daily and weekly schedules to fetch Clio calendar entries, time entries, and open matters, then flags calendar activity without matching time entries, emailing per-attorney daily digests and a firm-wide weekly…

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