Put quarterly client reviews on the task list
Keep important relationship check-ins visible with a recurring 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
When client check-ins rely on memory, busy periods can push them back indefinitely.
- Make client check-ins easier to remember.
- Keep review prompts in the work system.
- Capture next steps as part of a regular rhythm.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe the client review task to create.
- 3Choose a quarterly recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test once and confirm the review prompt is clear.
Questions about this workflow
Does it review client history automatically?
No. This workflow creates a task prompt. Include any review criteria or history you want considered in the instruction.
Can I use this for a specific client?
Yes, specify the client in your instruction or provide the client details the task should reference.
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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