Ideas to put to work
Delivery, time and goals connected to billing and client requests.
Utilization by person
Sofia reads time entries, updates a utilization sheet in Google Sheets, and shows who is stretched and who has room.
Billable time to invoices
Sofia reads time entries by client and drafts QuickBooks invoices for the period, for your approval.
Goals tracked against delivery
Sofia reads goals and the tasks behind them and drafts a progress update with what's on track and what's at risk.
Client requests into tasks
Sofia reads new Zendesk tickets that need project work and, with your approval, creates ClickUp tasks with the ticket details.
What Sofia can do with ClickUp
Sofia reads and keeps current
- Tasks
- Lists and folders
- Spaces
- Comments
- Time entries
- Goals
Sofia does, with your approval where you want it
- Create a task
- Update a task
- Comment on a task
- Log time
- Create a list
- Create a goal
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Google SheetsGoogle's online spreadsheets
- QuickBooksAccounting software for small and mid-sized businesses
- ZendeskCustomer service ticketing and help center
AsanaWork management for projects and tasks- monday.comWork management boards for projects and workflows
JiraIssue and project tracking
LinearIssue tracking and project planning
AirtableSpreadsheet-style database for teams
Connect Sofia to your ClickUp workspace
Score your firm in three minutes, or talk to our team.