Make the monthly credential review routine
Let a monthly run gather the records so the review starts with the information in one place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Credentials
Lists credentials.
Why this helps
A monthly credential check is easy to delay when it begins with repetitive list gathering.
- Start the monthly review with gathered records
- Reduce repetitive credential list browsing
- Summarize returned data for a quick review
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: retrieve credential records and summarize them for the monthly review.
- 4Pick a monthly schedule and choose where run reports go.
- 5Test with one real credential inventory run.
Questions about this workflow
Can this highlight changes since last month?
Only if a prior baseline is available or supplied. Otherwise, the report summarizes the current returned records.
Can it issue credentials during the review?
No. This workflow only retrieves credential records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Certifier. A trigger fires from one place; an action lands in another.
Anthropic administrator triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Sends a published credential by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
List Attributes
List available credential attributes.
List Credential Interactions
Lists interaction events for a specific credential.
List Credentials
Lists credentials.
List Designs
Lists certificate and badge designs.
List Groups
Lists groups.
List Email Templates
List email templates available for credential delivery.
Connect any two apps with Notis in the middle.
Anthropic administrator and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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