A brief becomes useful tasks
Agent structures the request into a Linear project and tasks, with deliverables and acceptance checks the team can inspect.
THE CONNECTED WORKFLOW · LINEAR + XERO
From customer brief
to invoice-ready work.
Less time moving information.
More clarity from start to finish.
See agents help turn a brief into actionable Linear tasks, capture the work and carry billing detail into an unsent draft invoice in Xero. Your team reviews the work and the numbers.
- 01 Customer brief
- 02 Linear tasks
- 03 Recorded time
- 04 Xero draft
SEE THE HANDOFFS
One journey. Connected records.
Product demonstration · 4 min 57 sec
From completed work to a draft invoice
A customer brief asks Agent to create a service delivery project with three tasks: enquiry reply templates, quote follow-up and a booking handover checklist. The project and tasks can be opened to inspect deliverables and acceptance checks.
The operator chooses a customer and saves an hourly rate. Work is moved across the board, with updates and time recorded against tasks. Manual time logging and a plain-English agent request show billable and non-billable entries, which are checked in time history.
Agent prepares practical outputs as issue comments. In Billing, the operator selects the project, previews available time and reviews the customer, date and issue lines. Non-billable time is excluded from the invoice selection.
The selected entries become an unsent draft invoice in Xero. The operator opens the draft and checks the customer, Linear task references and total. The invoice stays in Draft for owner review.
HOW THE WORK MOVES
Context travels with the work.
Keep the evidence close
Task updates, agent outputs and time history sit alongside the work. Review what was done and distinguish billable from non-billable time.
Prepare a draft, then check it
Review selected time, rates and issue lines before creating the Xero draft. Check the matching invoice in Xero before deciding what happens next.
LESS ADMIN. BETTER VISIBILITY.
Save the re-entry.
Keep the judgement.
Practical coordination across planning, delivery and finance, with people at the review points.
Reduce repetitive administration
Carry task references and billing context forward instead of rebuilding the story from separate notes and spreadsheets.
Make quality easier to review
Clear acceptance checks, recorded work and invoice lines give reviewers a consistent trail from the original request to the draft.
Keep decisions visible
Inspect agent-created tasks, check time entries and review billing details. A prepared draft gives the owner a clear point to check before sending.
START WITH ONE WORKFLOW
Where does your team
repeat the same admin?
Bring us the handoffs between your tools. We’ll help scope the connections, review points and a practical first workflow.
Talk through your workflowThis demo illustrates a configured workflow. Scope, access and approval rules are agreed for your business.