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Create a Weekly Timesheet Follow-up

Preview

This use case is in preview, the conversation shows how the AI Assistant is expected to handle it, and what it answers or does today may differ from this example.

Overview​

Ask the AI Assistant to follow up on timesheets every week. One alert can tell two groups of people different things: each person with missing time gets a reminder with their own days and hours, and each approver gets a summary of their team, with the people still missing time and the timesheets waiting for their approval.

You review the alert on a card before it is created, including how many people it would remind if it ran today. After that, the reminders go out every Friday without anyone preparing them.

The agency, teams, people and hours in this example are illustrative. Missing time is counted against each person’s calendar, so leaves and holidays are not reported as missing.

An example conversation between an operations manager and the AI Assistant, and the notifications the alert sends later.

AI Assistant Chat
You

Every Friday, identify missing time and prepare reminders for employees and approvers.

Skilio

I can set up one alert for both. Two questions first:

  • Which week should it check: the current week up to Friday, or the previous full week?
  • Should approvers also hear about timesheets waiting for their approval?
You

The current week. And yes, add the pending approvals, urgent if they’re older than a week.

Skilio
Create alert “Weekly timesheet follow-up”Review these details before I create the alert.
Checks
Missing time this week, and timesheets waiting for approval
People with missing time
A reminder with their own days and hours · Attention
Approvers
A summary by team · Attention, or Action required for approvals older than 7 days
When
Every Friday, 15:00
Channels
Web, Email, Push
If it ran today
14 reminders to people, 4 summaries to approvers
DenyCreate
You

I reviewed the alert and selected Create.

Skilio
CreatedWeekly timesheet follow-up

The first reminders go out this Friday at 15:00.

Friday · Notifications of Mark Evans, designer
Notifications
AttentionToday, 15:00
Skilio · Your timesheet this week

You have 12h missing this week: Wednesday 4h and Thursday 8h. Record them before the week closes.

Friday · Notifications of David Brown, creative director
Notifications
Action requiredToday, 15:00
Skilio · Weekly timesheet follow-up · Creative team
  • 3 timesheets have been waiting for your approval for more than 7 days.
  • 4 people are still missing time this week, 31h in total. Mark Evans has the most, 12h.

AI capability

One alert, the right message for each person

People are reminded of their own missing hours. Approvers see their team at a glance. Nobody has to chase timesheets by hand on Friday afternoon.

What happens in Skills Workflow

  • Say when to check and who should be reminded.
  • Choose what each group receives.
  • Check how many people the alert would remind today.
  • Review the alert and select Create.
  • Read the reminders and summaries as they arrive.

Other ways to ask

“Every Friday, identify missing time and prepare reminders for employees and approvers.”

“Also remind people on Monday morning if their week is still incomplete.”

“Leave the Lisbon studio out of the timesheet reminders.”

Good to know

  • Missing time is the difference between a person’s expected hours in their calendar and the hours they recorded.
  • A reminder goes only to the person it is about. The team summary goes to the person who approves their timesheets.
  • The assistant asks for your approval before it creates the alert.