Make project planning a monthly task
Give project planning a visible place in Clientary with one scheduled review task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Project planning often happens only when something urgent forces a pause.
- Create a regular checkpoint for project direction.
- Keep planning visible alongside project work.
- Avoid rebuilding a planning reminder each month.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe the planning task to create.
- 3Choose a monthly recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test once and check the task title and instructions.
Questions about this workflow
Does the task include project status automatically?
The task creation action does not promise project analysis. Specify the review prompts you want included.
Can I make this run monthly?
Yes. Select a monthly recurring schedule for the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Clientary. A trigger fires from one place; an action lands in another.
Abstract triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Connect any two apps with Notis in the middle.
Abstract and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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