Give key rotation communication a place in the plan
Add a scheduled checkpoint for deciding whether clients need a notice before a planned key rotation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Communication can be missed when key changes are tracked separately from client delivery work.
- Keep communication review visible
- Use your team's own notification policy
- Connect technical planning with client follow-up
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 check whether client notice is needed for planned key rotations under your policy.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test one run and verify the task does not imply that a rotation or notice has already happened.
Questions about this workflow
Will it determine which clients need a notice?
No. Supply your policy and have a human review the relevant context; no client or key history is specified as available.
Does it send a client notice?
No. It creates a task for review and follow-up.
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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