Examples: How the Search Harvest Agent Template Transforms Enterprise Operations

For enterprise operations professionals in procurement, legal, or IT, the ability to rapidly research, analyze, and act on business data is critical. The Search Harvest Agent template for Tonkean brings the full power of Harvest data into a single, orchestrated workflow, enabling teams to automate research and gain actionable insights across all Harvest entities—including Clients, Projects, Tasks, Time Entries, and Users.

Automated Research Across All Harvest Entities

Traditionally, gathering information from Harvest requires manual navigation, running multiple reports, and cross-referencing data between entities. The Search Harvest Agent automates this process, allowing users to:

• Instantly search for all projects associated with a specific client and retrieve up-to-date status, budget, and team allocation data.
• Analyze time entries across multiple projects to identify resource bottlenecks or underutilized capacity.
• Generate comprehensive reports on user activity, task completion rates, and project timelines without manual data entry.

This level of automation not only saves hours of manual effort but also ensures data consistency and accuracy, which is essential for process optimization and strategic decision-making.

Real-World Use Cases: From Procurement to IT

• Procurement Operations: When onboarding a new vendor or evaluating project spend, procurement teams can use the Search Harvest Agent to pull all related projects, tasks, and time entries for a given client or vendor. This enables a holistic view of resource allocation and spend, supporting better negotiation and compliance tracking. See how Tonkean supports procurement orchestration.
• Legal Operations: Legal teams can quickly research all time entries and tasks associated with a matter or client, ensuring accurate billing and compliance. By automating this research, legal ops professionals can focus on higher-value tasks while maintaining audit-ready documentation. Learn more about legal process automation with Tonkean.
• IT and Project Management: IT teams can instantly surface all tasks, users, and time entries related to a critical project, enabling proactive resource planning and risk management. This is especially valuable for managing distributed teams and ensuring project milestones are met. Explore IT process orchestration with Tonkean.

Seamless Integration with Your Tech Stack

The Search Harvest Agent leverages Tonkean’s data source integrations to connect Harvest with other enterprise tools such as Slack, Microsoft Teams, and email. This means you can trigger research workflows from your preferred communication platform, receive insights directly in your inbox or chat, and even automate follow-up actions such as:

• Notifying project managers of overdue tasks or time entry anomalies via Slack or MS Teams.
• Auto-generating and sharing project status reports with stakeholders using custom forms or portals.
• Coordinating follow-up actions with people coordination features to ensure accountability and transparency.

Unlock Actionable Insights with No-Code Automation

With Tonkean’s no-code process builder, operations teams can customize the Search Harvest Agent to fit unique business needs—whether it’s filtering by client, project type, or user role. This flexibility empowers non-technical users to build, deploy, and iterate on research workflows without IT bottlenecks, accelerating digital transformation and process adoption.

Drive Efficiency, Accuracy, and Strategic Value

By orchestrating Harvest research and insights with Tonkean, enterprises can:

• Reduce manual data gathering time by up to 80%.
• Increase accuracy and consistency of operational reports.
• Enable cross-functional collaboration by centralizing insights.
• Support compliance and audit-readiness with automated documentation.

Ready to see how the Search Harvest Agent can transform your operations? Get started with Tonkean today or explore our customer showcase to see how leading enterprises are leveraging process orchestration for real business impact.