> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # Productive > Read Productive projects, budgets, deals, time entries, bookings and profitability in Hebno, and log time, create tasks and book people after you confirm. The Productive integration makes budgets, time and bookings available in your client work. Ask how much of a budget is used, what profit margin a deal is running at, or who is booked on a project next week, and Hebno answers from Productive with each budget, time entry and booking cited. When a request implies a change, such as logging time or booking a consultant, Hebno shows a confirmation card and writes to Productive only after you confirm. ## At a glance | | | | - | - | | **Connection** | Organisation connection, made by an owner or admin. Members can link their own Productive token. | | **Default access** | Read and write. Financial figures are visible to owners and admins until you share them with teams. | | **Attach** | Projects, budgets, deals, tasks, a member's time entries | | **Search** | Hebno searches Productive when a request mentions a client, project, budget, deal, hours, bookings or profitability | | **Link** | A project links to a Productive project and its budgets | | **Write** | Log time, create a task, create a booking, add a comment. Every write needs a person to confirm. | ## Before you start You need: * An owner or admin role in Hebno. * A Productive user for the integration whose role can view the projects, budgets, deals and people Hebno should read. Productive applies that user's permissions to every API call. * An API token for that user and your organisation ID. Create the token in Productive under **Settings → API integrations** and select **Generate new token**. Choose **Full access** if members should write back, or **Read-only** for reads only. Copy the token and the organisation ID shown on the same page. Productive does not use scope strings. Access comes from the token's access level and the role of the user who created it. > [!TIP] > > Financial fields such as revenue, cost and profit appear only when the token's user can view financial data in Productive. A role without that permission returns budgets with hours only, not amounts. ## Connect Productive **1. Allow the integration** Open **Admin → Connectors → Catalogue**, find **Productive** under **PSA, time and resourcing**, and set it to **Allow**. **2. Connect the organisation** Select **Connect**, enter the API token and organisation ID, then select **Test connection**. Hebno checks that it can connect to Productive and lists the areas the token can read and write. **3. Choose teams and data areas** Under **Who can use it**, choose **All teams** or pick teams. Under **Data areas**, choose what members can see. See [Data areas](#data-areas). **4. Set access** Leave **Access** on **Read and write** to let members propose time entries, tasks, bookings and comments, or choose **Read only**. The card shows **Connected** with the Productive organisation name. Members in the selected teams can use Productive in chat straight away. ### Link your own account Members can link their own Productive token so writes are made in their name under their own Productive permissions. 1. In Productive, open **Settings → API integrations**, select **Generate new token** and choose **Full access**. 2. In Hebno, open **Settings → Connections**, find **Productive** and select **Link your account**. 3. Paste the token and select **Link**. When your token is linked, Hebno reads and writes as you: time entries are logged against your person record, and you see only the projects and budgets your Productive role allows. ## Data areas Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of whatever the token can read in Productive. | Data area | Includes | Default | | - | - | - | | **Projects and tasks** | Projects, task lists, tasks, status, due dates, assignees, comments, clients | All allowed teams | | **Time** | Time entries, billable time, approval status | All allowed teams | | **Resourcing** | Bookings, tentative bookings, absences, capacity by person | All allowed teams | | **Sales** | Deals, deal stages, probability, expected close dates | All allowed teams | | **Financials** | Budget revenue, cost, profit, margin, budget used, services and rates, invoices | Owners and admins | ![Admin connector panel showing who can use it, access and data areas](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/org-connection.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=8d965e9c74747db0c182b004d569b236) An organisation connection with team access and data areas. Financial figures default to owners and admins. To share profitability with delivery leads, open the Productive card in **Admin → Connectors**, select **Financials** and add the teams that should see them. > [!NOTE] > > When a member has linked their own token, Hebno uses that member's Productive permissions instead of the organisation connection. Data areas still apply, so a member never sees more through Hebno than both Productive and your Hebno settings allow. ## What Hebno reads | Productive object | Fields Hebno uses | Typical questions | | - | - | - | | **Project** | Name, number, client, project manager, status, members | "Which projects do we run for Contoso Retail?" | | **Budget** | Name, project, services, budgeted and worked time, budget used, revenue, cost, profit, margin | "How much of the Contoso pricing review budget is used?" | | **Deal** | Name, client, stage, probability, value, expected close date, owner | "What is the status of the Contoso phase 2 deal?" | | **Service** | Name, budget, billing type, price, worked and budgeted time | "Which services on the Contoso budget are over their hours?" | | **Time entry** | Person, service, task, date, time, billable time, note, approval status | "How many hours did we log on the Contoso interviews last week?" | | **Booking** | Person, service or absence, dates, hours per day or percentage, tentative flag | "Who is booked on Contoso in the week of 16 November?" | | **Task** | Title, task list, assignee, status, due date, description | "What is still open on the Contoso project?" | | **Comment** | Author, date, text on a task, budget or deal | "What did Priya say on the readout task?" | Profit and margin come from Productive's own budget calculations at the time of the request, so figures match what finance sees in Productive. Reads are live. Hebno queries Productive when a request needs it. Only what a reply used is stored with the conversation as its sources. ## What Hebno writes Every write appears first as a confirmation card. You can change any field before you select **Confirm**. | Action | Productive object | Fields on the card | | - | - | - | | **Log time** | Time entry | Budget, service, task, date, time, note | | **Create a task** | Task | Project, task list, title, description, assignee, due date | | **Create a booking** | Booking | Person, budget, service, dates, hours per day, tentative | | **Add a comment** | Comment | Task, budget or deal, comment text | ![Confirmation card for Productive with editable fields](https://mintcdn.com/hebno/JIjAXWoGoB3PLSSb/images/card-productive.png?fit=max\&auto=format\&n=JIjAXWoGoB3PLSSb\&q=85\&s=5aef61f80adee41943341d8bcd5cf03d) A Productive change pending confirmation. Nothing is written until you confirm. Hebno never approves time, changes budgets, prices or rates, moves deals between stages, or creates or sends invoices in Productive. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant Productive You->>Hebno: Book Sarah on Contoso for three days next week Hebno->>Productive: Find the Contoso budget, service and Sarah Chen Productive-->>Hebno: Budget Contoso pricing review, service Analysis Hebno-->>You: Confirmation card with person, service, dates, hours You->>Hebno: Confirm Hebno->>Productive: Create booking Productive-->>Hebno: Booking created Hebno-->>You: Done, with a link to the booking ``` If you have linked your own token, the booking is created as you. Otherwise it is created through the organisation connection, with the write recorded against you in **Admin → Logs → Integrations**. ## Link a project to a Productive project Linking marks which Productive project and budgets belong to a Hebno project, so you can ask "how much budget is left?" without naming them. 1. Open the project and select **Brain**. 2. Under **Linked records**, select **Link record**, then **Productive**. 3. Search by project name, number or client, and select the project. Add budgets or a deal if the engagement uses more than one. In chats tagged to the project, Hebno starts with the linked records for any budget, time or booking question, and cards default to them. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use Productive in chat * **Attach**: open the **+** menu, choose **Sources → Productive**, and pick a project, a budget, a deal, a task or your time entries. Or type `/` and choose **Productive**. * **Ask**: name the client, project or budget in your request. For example: > How much of the Contoso pricing review budget is used, and what margin is it running at? > List everyone booked on Contoso for the next two weeks, including tentative bookings. > Log 3 hours on the Contoso budget, analysis service, for today with the note "Store-level pricing extract". * **Research runs** show a **Checking Productive** step, with a chip for each budget, booking and time entry it read. * **Agents** can read Productive on a schedule, for example a Monday brief on budget used and profit across active projects. Writes an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | **Test connection** fails with `401 Unauthorized` | The token was deleted or mistyped. Generate a new token under **Settings → API integrations** and reconnect. | | **Test connection** fails with an organisation error | The organisation ID does not match the token. Copy both from the same **API integrations** page. | | Writes fail with `403 Forbidden` | The token has **Read-only** access, or the user's role cannot edit that item. Generate a **Full access** token. | | Revenue, cost or profit are missing | The member's team is not in the **Financials** data area, or the token's user cannot view financial data in Productive. | | A time entry fails on a closed budget | Productive blocks time on closed or locked budgets. Reopen the budget in Productive or choose another. | | Requests fail with `429 Too Many Requests` | Productive limits requests per token. Wait a few seconds and retry. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) * [Kantata](https://hebno.com/docs/integrations/kantata.md) * [Harvest](https://hebno.com/docs/integrations/harvest.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.