Harvest, without opening Harvest.
Read-only tracked hours and the invoices and estimates downstream of them.
In your channel
Ask Ray for something in Harvest and it posts this card in the thread. One click, and the task you asked for carries on where it left off.
What Ray can and cannot do in Harvest
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
Runs on its own
What Ray reads in Harvest
- Get client
- Get company info
- Get estimate
- Get invoice
- Get project
- Get task
- Get time entry
- Get user
- List clients
- List client contacts
- List estimate messages
- List invoices
- List invoice messages
- List invoice payments
- List projects
- List tasks
- List time entries
- List users
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Add a Harvest client
- Add a Harvest client contact
- Record a Harvest expense
- Create a Harvest project
- Create a Harvest task
- Log time in Harvest
- Update Harvest client
- Update Harvest contact
- Update Harvest expense
- Update Harvest project
- Update Harvest task
- Update Harvest time entry
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Delete client
- Delete client contact
- Delete estimate
How Ray works with Harvest
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect Harvest
One click, right where you asked. Ray posts a connect card, you authorise Harvest with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in Harvest, and tell Dana it is being looked at.
Add a Harvest client
- Waiting on
- your approval
What does connecting Harvest to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect Harvest and it can do the Harvest part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own Harvest account, so Ray can only reach what that person can already reach, and the history in Harvest shows who actually asked.
Security and permissions
- You authorise Harvest on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect Harvest in a message, or uninstall Ray and every connection it held is revoked.
Works with these too
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in Harvest.
Free to start, no credit card, and it asks before it acts.