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How to connect Harvest and AI Agent
Create a New Scenario to Connect Harvest and AI Agent
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 Harvest, triggered by another scenario, or executed manually (for testing purposes). In most cases, Harvest or AI Agent will be your first step. To do this, click "Choose an app," find Harvest or AI Agent, and select the appropriate trigger to start the scenario.
Add the Harvest Node
Select the Harvest node from the app selection panel on the right.
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Add the AI Agent Node
Next, click the plus (+) icon on the Harvest node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
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Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Harvest and AI Agent 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 Harvest and AI Agent 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 Harvest, AI Agent, 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 Harvest and AI Agent integration works as expected. Depending on your setup, data should flow between Harvest and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Harvest and AI Agent
Harvest + AI Agent + Slack: When a new time entry is created in Harvest, an AI Agent analyzes the time entry details to identify potential project bottlenecks. If a bottleneck is detected, a notification is sent to the project manager in Slack.
Harvest + AI Agent + Google Sheets: When a new time entry is created in Harvest, the AI Agent summarizes the entry. Then, the AI generated summary is recorded in Google Sheets to track the time entries and create reports.
Harvest and AI Agent integration alternatives
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.
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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.
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See how Latenode works
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FAQ Harvest and AI Agent
How can I connect my Harvest account to AI Agent using Latenode?
To connect your Harvest account to AI Agent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate project summaries using Harvest time entries?
Yes, you can! Latenode allows you to trigger AI Agent with new Harvest time entries. Generate summaries and reports using AI— all without code, scaling your insights.
What types of tasks can I perform by integrating Harvest with AI Agent?
Integrating Harvest with AI Agent allows you to perform various tasks, including:
- Automatically generate summaries of Harvest time entries.
- Analyze project time allocation for efficiency insights.
- Create client-specific reports using AI-driven analysis.
- Flag unusual time entries based on AI anomaly detection.
- Predict future project timelines using historical data.
How does Latenode enhance Harvest reporting capabilities?
Latenode empowers you to create custom reports using AI analysis, combining time tracking with intelligent automation for deeper insights.
Are there any limitations to the Harvest and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Harvest API might affect high-volume workflows.
- AI Agent processing times can vary based on the complexity.
- Custom field data in Harvest may require specific parsing logic.
