Integrations · Productivity & time

Harvest in the conversation.

Harvest is a time-tracking and invoicing tool designed for teams and freelancers, helping them log billable hours, manage projects, and streamline payments. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.

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Harvest
Productivity & time
01 · COPILOT

Ask for it in plain language. It does the Harvest part.

Copilot rides inside the inbox. With Harvest connected it works there from the same panel as the conversation — no second tab, no copying an order number across.

  • Get Task
  • Get User
  • Get Client
  • List Tasks
  • List Users
  • Create Task

What a specific connection exposes is decided by Harvest, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Read Harvest from inside a workflow.

Harvest is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Harvest and hand the answer to the steps that follow — a message, a CRM update, an escalation.

If Harvest does publish events to your workspace, they appear in the trigger picker the moment the connection is made.

03 · THE AI AGENT STEP

One step that decides which Harvest tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Harvest said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Harvest tools you left enabled and nothing else.

Setup

Connect Harvest in about a minute.

  1. 1

    Open Settings → Apps

    It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.

  2. 2

    Find Harvest in Browse

    The catalogue runs to hundreds of apps and is searchable. Connect Harvest from its card.

  3. 3

    Authorize with your own Harvest account

    You sign in on Harvest's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.

  4. 4

    Choose the tools it may call

    Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Harvest questions.

How do I connect Harvest to Cloodot?
Open Settings → Apps in Cloodot, switch to Browse, and search for Harvest. Connecting it opens Harvest's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.
What can Cloodot do in Harvest?
Work of this kind: get task; get user; get client; list tasks; list users; create task. The exact list depends on what your Harvest account is allowed to do — Settings → Apps shows every tool the connection actually exposes.
Can I limit which Harvest tools Cloodot may use?
Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Harvest connection is a matter of leaving the writes off.
Can a workflow use Harvest without a trigger from it?
Yes. Harvest is read from inside a workflow rather than starting one: a workflow triggered by a conversation, a schedule or another app's event uses an AI Agent step to work in Harvest and hand its answer to the steps that follow.
Who in my team can connect Harvest?
Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Harvest account that authorized it, so a productivity & time connection is only ever as broad as the account behind it.
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