Automation
The fastest way to save time in Heyweek is to stop doing the same work twice. This guide covers the main ways to cut out repetitive work: recurring invoices and
The fastest way to save time in Heyweek is to stop doing the same work twice. This guide covers the main ways to cut out repetitive work: recurring invoices and reusable line items for billing, the CLI for scripting bulk operations, and integrations that move data between tools without you copying and pasting.
Recurring invoices and reusable line items
If you bill the same clients on a regular schedule, the invoice work should mostly happen on its own.
- Build up a set of reusable line items (articles) for the services and rates you charge most often, so you can drop them into any invoice in seconds.
- Set up recurring invoices for retainers and subscriptions, so each invoice is generated on the schedule you choose.
- Review and send — recurring billing leaves the invoice ready and waiting rather than rebuilt each cycle.
See Invoicing for the full billing reference and First invoice for a step-by-step walkthrough.
Script repetitive tasks with the CLI
When you need to do the same thing many times, or on a schedule, the command line is your friend.
- Use the CLI to perform actions you'd otherwise repeat by hand in the interface.
- Combine commands into scripts to batch through clients, projects, or entries at once.
- Wire scripts into your own scheduled jobs so routine maintenance runs without you.
This is ideal for bulk updates, exports, and any chore that's tedious to click through one item at a time.
Move data automatically with integrations
Integrations handle the hand-off between Heyweek and the other tools you rely on.
- Connect external services so data flows in and out without manual re-entry.
- Let updates in one system reach Heyweek instead of copying them across yourself.
- Use integrations alongside import and export when you need a one-time move rather than an ongoing sync.
The less you retype, the fewer chances there are for things to drift out of step.
Tips
- Automate the boring, high-frequency tasks first — that's where the time really adds up.
- Review your scripts and recurring invoices occasionally so they keep matching how you actually work.
Next steps
- CLI Scripting — write scripts to handle repetitive work.
- CLI Workflows — put commands together into end-to-end routines.
- Integrations — connect the services that move your data automatically.
- Import & Export Data — for one-time bulk moves in and out.