Just saw your youtube video and have been thinking along the exact same lines only I’m looking at taking it a bit further.
I’m currently creating a new custom template for Pro Reports and will be testing using shortcodes to insert table data from either Airtable or NinjaTables (pulling data from Google Sheets) so that I can automatically create custom notes for each client.
That way I can push time tracking entries from my time tracking software directly to Air Table or Google Sheets and have it automatically filtered by date range and inserted into the monthly reports. No need to go through each client and update token fields each month.
That’s the plan anyway - haven’t quite gotten that far yet but I’m hopeful it will work.