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How to connect AI Agent and Harvest
Create a New Scenario to Connect AI Agent and Harvest
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Harvest will be your first step. To do this, click "Choose an app," find AI Agent or Harvest, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Harvest Node
Next, click the plus (+) icon on the AI Agent node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.
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Authenticate Harvest
Now, click the Harvest node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Harvest settings. Authentication allows you to use Harvest through Latenode.
Configure the AI Agent and Harvest Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Harvest Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring AI Agent, Harvest, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Harvest integration works as expected. Depending on your setup, data should flow between AI Agent and Harvest (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Harvest
Harvest + AI Agent + Slack: When a new time entry is added in Harvest, the AI Agent analyzes the time entry data to identify potential project inefficiencies. If inefficiencies are detected, a notification is sent to the project manager via Slack.
Harvest + AI Agent + Google Sheets: When a new time entry is created in Harvest, the AI Agent summarizes the employee's time usage. The summarized data is then logged into Google Sheets for reporting purposes.
AI Agent and Harvest integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
Related categories
About Harvest
Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.
Similar apps
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See how Latenode works
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FAQ AI Agent and Harvest
How can I connect my AI Agent account to Harvest using Latenode?
To connect your AI Agent account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate Harvest time entries from AI Agent interactions?
Yes, you can! Latenode allows you to automatically create time entries in Harvest based on AI Agent conversation data, streamlining time tracking and project management.
What types of tasks can I perform by integrating AI Agent with Harvest?
Integrating AI Agent with Harvest allows you to perform various tasks, including:
- Log billable hours in Harvest based on AI Agent conversation length.
- Create new Harvest projects from AI Agent-identified client needs.
- Update Harvest task notes with summaries from AI Agent conversations.
- Send Harvest invoice reminders triggered by AI Agent-detected payment delays.
- Generate project progress reports in Harvest using AI Agent data analysis.
HowaccuratelycanAIAgentclassifyHarvestprojectsinLatenode?
AI Agent's classification accuracy within Latenode depends on training data, but prompt engineering can significantly improve results. Use specific, clear instructions.
Are there any limitations to the AI Agent and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent workflows might require more advanced Latenode plan features.
- Harvest API rate limits can impact the frequency of data updates.
- Initial setup requires a clear understanding of both AI Agent and Harvest data structures.
