Keep email sequence reviews on your task list
Set a steady reminder to check whether your email sequences still support the work you want them to do.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Email sequences can keep running without a clear moment to check whether they need attention.
- Create a recurring review task in Clientary.
- Prompt a check of available sequence outcomes and needed follow-up.
- Avoid treating missing baselines as established performance.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a task to review the specified email sequences and summarize only results available to it or included in the request.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test one run and confirm the task names the sequences you want reviewed.
Questions about this workflow
Does ActiveTrail provide the review schedule trigger?
No. Notis starts this workflow on a recurring schedule.
Can Notis compare performance with a baseline?
Only when a baseline is available through the connected app or you provide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Clientary. A trigger fires from one place; an action lands in another.
ActiveTrail 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
Creates an invoice, optionally linked to a client.
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
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
ActiveTrail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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