Automation · Operations and reporting
Answer on WhatsApp how many hours have gone into a client's project with Everhour
An AI agent answers on WhatsApp how many hours a client's project has in Everhour and how much is left of the budget, without opening reports.
How do I tell a client on WhatsApp how many hours have gone into their Everhour project?
When a client of your agency asks on WhatsApp how much work has gone into their project, a Met connected to Everhour finds the client and their project, returns the hours logged in the period they ask about and the budget spent and left. If they want the detail, it tells them which tasks the hours went to. Everything is read only: the Met does not log or change time. Amounts and budgets only come out if the user who connected Everhour has permission to see them; if not, it answers with hours only.
What starts it
When the customer writes
It starts when a client writes on WhatsApp to ask how many hours have been worked on their project or how much is left of their hours bundle. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Support Met for an agency
Customer service team
It is the Met that answers the agency's clients on WhatsApp, with Everhour connected. Its work ends when the client knows how many hours have gone into their project and how much is left of the agreed budget.
Run by the customer support Met
Channels: WhatsApp
What you need connected
- Everhour Automate and collaborate
5 steps · 7 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the client
The Met searches Everhour for the client by the name of the company writing in. If there is more than one similar match, it asks which one instead of assuming.
- 2
Locate their project
The Met lists projects filtering by name and opens the client's project to confirm it is theirs and see its billing details.
- 3
Bring the hours for the period
The Met asks for the team report by project in the date range the client asks about, for example this month, and takes the hours for that project.
- 4
See what is left of the budget
The Met returns the project budget, the spent amount and what is left. If the connected user has no budget access, it says so and answers with hours only.
- 5
Explain where the hours went
If the client wants the detail, the Met lists the project tasks, opens the main ones with their tracked time and estimate, and sums up which ones took the most work, without pasting the whole table.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
Everhour with clients and projects up to date
Your team logs hours in Everhour on each client's project. To answer about budget, the project needs to have one set.
-
Everhour connected with the right permission
In Met, open Connections → Everhour → Connect and authorize with a user who has billing and budget access, or the Met can only answer with hours.
-
A WhatsApp line with the Met assigned
The agency connects its WhatsApp Business API line and assigns the Met that answers clients. The answer happens inside that conversation.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not log or fix hours. This procedure only reads; logging time starts turned off in Met and is a different procedure.
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It does not report amounts the connected role cannot see. Everhour returns them as zero and the Met does not take them as real money.
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It does not verify that the person writing is really that client. Your team should state in the skill which numbers can ask about each project.
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It does not answer for hours your team did not log. If someone worked without logging, the number the Met gives comes out lower.
FAQ
Questions about this automation
No. The Met answers with the hours and budget of their project, and the per task detail only if they ask. It does not share hours from other projects.
Only if the user who connected Everhour can see budgets and amounts. If not, the Met answers with hours and says your team will give the amount.
Not in this procedure. All the tools it uses are read only; the ones that log or change time start turned off.
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.