What is your goal?
I have an time sheet on excel where i track for which project i spend my time. every two weeks i use my make scenario to create from a template my invoice. That worked perfectly when i had one project per client, now that i have several i do not find a solution to use the bundles created and split them so they are properly copied in my template.The bonus would also to be able to cumulate the total to invoice (sum of the projects values).
For now with an aggregator i have a bundle per client, and each client have a collection or several for each project.
I am not successful at utilizing the collection to map into the google template.
What is the problem & what have you tried?
my scenario create one google doc file per project not one per client
Screenshots (scenario flow, module settings, errors)
1 Like
Yeah that’s not going to work any more. You need to dynamically create a table with the different line items. You will need a generic api call for that. In your screenshot the table is static with tags, but this will only work if you only have 2 items inside. You can start from here.
On a side note, why not move to a CRM platform that supports time tracking and an actual invoice maker that natevly supports tables? Something like ClickUp or Monday for example?
To build a system like this, I would recommend using Airtable or one of the third-party time-tracking solutions.
For example, I personally use tMetric - it integrates well with Make and provides a solid API. It’s built around a clients → projects → tasks structure, so it should cover your needs out-of-the-box, and with the power of Make, you can add whatever you’re missing.
In many cases, using an existing tool is more efficient than building and maintaining a complex solution from scratch.
