Give follow-ups a dependable weekly checkpoint
Put one small review task on your calendar of work so open client follow-ups get a regular look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Follow-ups without a next check date can disappear beneath newer work.
- Create a predictable moment to review outstanding follow-ups.
- Reduce the effort of remembering a recurring check.
- Keep the review visible in Clientary.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe the recurring follow-up task.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one run and confirm the task is useful.
Questions about this workflow
Does this inspect all overdue follow-ups?
No. It creates a review task. Any review criteria or list of follow-ups must be included in your instruction or supplied separately.
Can I choose how often it runs?
Yes. Choose the recurring schedule when setting up 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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