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Automated Time Tracking: Rize and ClickUp Integration Review

Gray MacKenzie
Gray MacKenzie is a true operations nerd who has spent the past decade helping hundreds of agencies build more productive, profitable, and healthy teams by solving the core issues plaguing their project management.

To chat with Gray and have ZenPilot lead your team through the last project management implementation you'll ever need, schedule a quick call here.

Most agency owners are flying blind despite their best efforts to manage their teams. We talk to hundreds of teams who claim they track time, but the reality is sobering when we dig into the actual numbers.

According to our agency productivity survey of roughly 650 agencies, 76% of firms ask their teams to track time, but a staggering only 27% actually have high confidence that their data is accurate.

Even worse, only 19% of those agencies have regular rhythms for actually analyzing that data and making business decisions.

This is not just an administrative annoyance: it is a direct threat to your agency health. If you are making decisions based on data you do not trust, you are not running a business. You are gambling.

This lack of clarity is exactly what we solve for at ZenPilot.

Before you get started

Take the Agency Project Management Benchmark Assessment so you know what areas to prioritize.

The Failure of Manual Systems

The reason most time tracking data is garbage is simple: manual tracking is exhausting and inherently inaccurate. Manual systems rely on the most unreliable resource in your agency: human memory.

Why do 76% of agencies track time?

Agencies track time because they understand that time is their only inventory. You are selling the expertise and the hours of your team. However, in a typical agency day, team members are busy and focused on client delivery.

They do not want to think about starting and stopping timers every time a Slack message or a quick email interrupts a deep work session.

When people rely on memory to enter time at the end of the day, or even worse, the end of the week, they are guessing. This results in "leaky" buckets where billable time disappears because it was too small to record manually but adds up to thousands of dollars in lost revenue across the team.

The "Nagging Time" Cop Problem

failed-time-tracking

When you force manual tracking on a creative team, you create a culture of friction. Leadership often turns into a constant source of annoyance, bothering people to fill out timesheets they have already forgotten.

Choosing Your Path to Clarity

If You Need... Choose Because
To stop being the "Time Cop" Automated Tracking AI handles the capture so you do not have to nag the team for updates.
Data you actually trust for billing Automated Tracking It records active windows in real time instead of relying on Friday memory.
To scale beyond a 5-person team Automated Tracking Intuition fails at scale and professional agencies require hard data to compete.
To protect your gross margins Automated Tracking You get immediate visibility into client ROI without waiting for end-of-month reports.
To improve resource utilization Automated Tracking You see exactly who is billable versus non-billable across every time zone.

 

Is manual time tracking costing your agency profitability?

Yes, manual time tracking is a silent killer of profitability.

Beyond the lost billable hours, there is the hidden cost of "fudged" numbers. Team members often put in "26 hours" for a project not because it took that long, but because they know that is what the retainer allows. If your time tracking data is inaccurate, then it is a colossal waste of time to do it at all.

We believe clarity is the goal, but you cannot reach clarity if your "Habits" and "Tools" are at odds. Software alone does not fix bad habits, and manual tracking is a bad habit forced by outdated tools.

Why is automated time tracking better than manual entry?

Manual time tracking is exhausting, inaccurate, and often results in team members "guessing" their hours at the end of the week. Only 27% of agencies have high confidence in their manual data, which makes it nearly impossible to make informed business decisions.

The Future of Time Tracking is Automated (But Not Invasive)

rize-dashboard

When people hear "automated tracking," they often fear "employee monitoring."  There is a significant difference between automation and surveillance.

Tools that take screenshots or track keystrokes often destroy the very thing they aim to protect: team trust. We have seen that many agencies refuse to roll those out because the team will not put up with the broken trust.

The solution is a "sweet spot" approach like using Rize.

Instead of surveillance, it uses AI to track the active window's metadata and groups that activity into time entry suggestions.

What Is Rize and How Does It Fix Agency Time Tracking?

rize-clickup-integration

Rize is an automated time tracking platform designed to eliminate the administrative burden of manual timers and timesheets.

It operates by tracking the active window on your computer and capturing metadata like the application name, URL, and window title. This creates a raw activity stream that is then processed by AI to suggest specific time entries.

Rize + ClickUp: How Automated Time Tracking Works

For many of our 3,000+ agency clients, automated time tracking for ClickUp is the "holy grail" of operations. The Rize and ClickUp integration was the very first integration built by the Rize team, specifically to address the needs of agencies running complex project hierarchies.

How does the Rize and ClickUp integration work?

rize-clickup-integraion

The integration uses several layers of AI to ensure that your work is mapped correctly to your project management structure:

  • Task Suggestions: Rize analyzes your assigned and in-progress tasks in ClickUp to suggest the correct task for each block of time.
  • Keyword Matching: The AI identifies keywords in your active window titles that match your ClickUp task names.
  • LLM Verification: The system utilizes Gemini and ChatGPT algorithms to confirm matches with high confidence.
  • Automatic Sync: Once you approve a time entry in Rize, it can sync directly back to your ClickUp timesheet with detailed descriptions.

Driving Agency Profitability with Rize and ClickUp

Agency Profitability Reporting and Optimization

At ZenPilot, we have served over 3,000 agencies and helped them move from chaos to clarity.

We have learned that collecting data is only half the battle. To see a return on your investment, you need a rhythm for analyzing that data.

How should agencies analyze time tracking data?

We recommend four distinct layers of operational review:

  • Daily Spot Check: A quick look by a "ClickUp Champion" to ensure metrics are being tracked correctly and no timers were left running overnight.
  • Weekly Roundup: Reviewing activity to ensure the team is hitting their core metrics.
  • Monthly Review: Diving deep into client profitability and utilization numbers. This is where you see if a client is trending "red" or if a team member is underutilized.
  • Quarterly Analysis: Identifying high-level patterns. Which work consistently goes off the rails? Is one team member significantly faster at a specific task type?

Cancel chaos.
Create clarity.

You can build a happier, more productive, more profitable team with ClickUp. We'll show you how.

Cancel Chaos

Improving the Bottom Line: Profitability and Utilization

Automated data allows you to move beyond "feelings" and run a business based on facts.

The Utilization "Sweet Spot"

A healthy delivery team typically runs at 80–85% utilization. If your team is running at 50% utilization, you either need to sell more work or reduce headcount to protect your margins. Conversely, if they are consistently at 95%, they are going to burn out and turn over. Without automated, accurate data, you will not know which direction you are heading until it is too late.

Real-Time Profitability Reporting

Newer tools now allow you to set hourly rates or monthly retainers for each client. By mapping these against your team's cost rates, you get a bird's-eye view of your agency's health.

You can see exactly which clients are providing the highest ROI and which are draining your resources.

BONUS

Get the Workload Visibility Training FREE

Get the complete guide + 30 minute training video to learn how to build a more accurate workload view in ClickUp.

Get the Workload Visibility Training FREE

Improve Team Performance with Automated Time Tracking

After serving thousands of agencies, we are firm believers that software doesn't fix bad habits, but the right tool can make good habits much easier to build.

The Bottom Line: If you are already using ClickUp, the Rize and ClickUp integration is the most powerful way to automate your labor data and protect your gross margins. It turns time tracking from a chore into a competitive advantage.

 

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