Find project records that need a closer look
Get a concise review of projects with gaps or signals that merit your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Retrieves the project list.
Why this helps
Project risks can hide across records until they become urgent problems.
- Highlight projects with incomplete or concerning record details.
- Keep the review grounded in information available in Clientary.
- Make follow-up on potential issues easier to prioritize.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to review available Clientary projects and report potential risks with the record details that support each flag.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one scheduled run and check that each concern is evidence-based.
Questions about this workflow
Does the workflow know project status beyond Clientary records?
No. It can only analyze the information returned from Clientary and any context you provide.
Can I define what at-risk means?
Yes. Include clear criteria such as missing status, an overdue milestone, or a stated concern in project notes when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Clientary. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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