Prepare a clear team roster brief for admin review
Start an access review with a current Connecteam user list and a concise prompt for the changes you need to inspect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Users
Retrieve the users associated with the account.
Why this helps
Admin reviews often stall when the reviewer first has to gather a usable team roster from another system.
- Retrieve a current Connecteam user list for a review brief.
- Keep roster gathering separate from account changes.
- Make recurring admin reviews easier to start.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Connecteam once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Ask Notis to retrieve Connecteam users and prepare a roster brief for the Anthropic admin review you describe.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real roster example and review the output.
Questions about this workflow
Does the roster brief confirm Anthropic access for each user?
Only if Anthropic data is available to the prompt through the connected app context. Otherwise, the brief should present the roster for a human to compare.
Will this workflow create or archive Connecteam users?
No. It uses the read-only Get Users action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Connecteam. A trigger fires from one place; an action lands in another.
Anthropic administrator triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Anthropic administrator and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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