ManualTrigger Automate

For ManualTrigger Automate, streamline timesheet reporting by automatically generating detailed HTML reports from user task data, complete with sorting and user avatars. Triggered by an email, this workflow enhances efficiency by delivering organized insights into hours worked, improving visibility and accountability in team performance.

7/8/2025
10 nodes
Complex
emailcomplexitemlistsmarkdownemailsendmovebinarydatacodecustomnotificationapiintegration
Categories:
Complex WorkflowEmail Triggered
Integrations:
ItemListsMarkdownEmailSendMoveBinaryData

Target Audience

This workflow is ideal for professionals managing timesheets, including:
- Project Managers: To gain insights into team productivity and hours spent on tasks.
- Team Leaders: To track individual contributions and ensure accountability.
- HR Departments: For accurate payroll processing based on logged hours.
- Freelancers: To generate detailed reports for clients, showcasing work done and hours billed.

Problem Solved

This workflow addresses the challenge of efficiently generating timesheet reports from logged hours across multiple users and tasks. It automates the process of sorting, formatting, and sending reports via email, significantly reducing manual effort and errors. Users can easily visualize time spent on different tasks and ensure accurate billing or payroll.

Workflow Steps

  • Manual Trigger: The workflow begins when the user clicks 'execute'.
    2. Get Timesheet Records: Sample timesheet data is generated, including user names, avatars, task titles, dates, notes, and hours worked.
    3. Sort Elements: The data is sorted by UserName, TaskTitle, and date for organized reporting.
    4. Get Images: Unique user avatars are extracted to personalize the report.
    5. Image Binary: The workflow fetches the avatars as binary data from the URLs provided.
    6. Merge Data: The sorted timesheet data is merged with the user images to prepare for report generation.
    7. Create Markdown Report: A markdown report is generated, including a styled table that summarizes hours worked per task and user.
    8. Convert Markdown to HTML: The markdown report is converted into HTML format for better presentation.
    9. Move Binary Data: The HTML report is prepared as binary data for email attachment.
    10. Send Email: The final report is sent via email to the designated recipients.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Timesheet Data: Update the GetTimesheetRecords function to include real data from your project management tools or databases.
    - Adjusting Markdown Formatting: Change the CreateMDReport function to alter the report's appearance, such as adding more fields or changing styles.
    - Email Settings: Update the Send Email node parameters to adjust the subject, recipient list, and SMTP credentials to suit your email service.
    - Adding More Nodes: Incorporate additional functionalities such as notifications, data validation, or integration with other tools (like Slack or Google Sheets) to enhance the workflow.