Keep client setup steps in one visible checklist
Give repeatable setup work a clear task prompt instead of relying on scattered notes and memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Repeated setup steps can be missed when every new client requires reconstructing the process.
- Reuse your setup checklist
- Make recurring setup work visible
- Reduce context switching during onboarding
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Clientary task for a human to complete the client setup checklist you provide.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one run and confirm the checklist is actionable.
Questions about this workflow
Does this create a task for every new client automatically?
No. Anthropic administrator has no listed trigger events. This uses a recurring schedule to create a checklist task.
Can it create the client record too?
This workflow creates a task only. A submitted onboarding request can use a separate webhook workflow to create a client record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Clientary. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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