Summary
The goal of this project is to create an airtable automation script that triggers at 6:00 PM each Friday and send a mail to users reminding them that their logged billable hours were less than 33.5 in that particular week and take actions to increase the billable hours
Client
Assigned To
Eli Weldon
Akash JoshiStatus
Completed
Start & Finish Date
July 17, 2023 → July 27, 2023
Needs Review
Project Resources
No Resources Currently
Project Outline
Project Planning Tasklist
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For each Goal outlined turn it individual item in
Problems, Goals, & Summary
What are the problems we hope to solve with this project?
What are the Goals to create in order to solve the problems?
- Setup Attorney Activity Summary & Email
- At 6:00 PM each Friday
- Compile a Total of the 'Rounded Quantity by Hours' per User
- If Total is less than 33.5 hours (6.7 hours per day, 5 days), then an email will be sent to the User and to Admin (michael@hepworthlegal.com, kyle@hepworthlegal.com, kelsie@hepworthlegal.com), and send a SMS via Twilio to the User Phone
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Goals & Deliverables
Goal #1Email to send out
Setup Attorney Activity Summary & Email
Goal Planning Tasklist
Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into 
Tasks , add task details
Tasks , add task detailsDeliverables
- At 6:00 PM each Friday
- Compile a Total of the 'Rounded Quantity by Hours' per User
- If Total is less than 33.5 hours (6.7 hours per day, 5 days), then an email will be sent to the User and to Admin (michael@hepworthlegal.com, kyle@hepworthlegal.com, kelsie@hepworthlegal.com), and send a SMS via Twilio to the User Phone
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Tasklist - Research / Outline / Client Question
Tasklist - Final
- (0.5 hours) Create a view in airtable that combines all the hours in a week grouped by the user and on weekly basis
- (1 hour) Create an automation that run at 6:00 PM each Friday and filters the users with less than 33.5 hours and then loops through them for sending the mails
- (0.5 hours) Connect the email template to the automation with dynamic tags to change the user name and other user-sepcific details
- (0.5 hours) Test the automation with a few instances and fix any issues found during unit testing