Include smart groups in access planning
Bring Connecteam smart group context into your recurring admin review so people can make informed follow-up decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Smart Groups
Retrieve the smart groups associated with the account.
Why this helps
Group details can be hard to keep in mind when access planning happens across separate admin tools.
- Retrieve smart groups for review.
- Include group context in recurring admin planning.
- Help reviewers identify questions that need human verification.
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 smart groups and summarize them for an Anthropic access planning review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify the group information.
Questions about this workflow
Does this change group membership?
No. It retrieves smart groups and does not change memberships.
Can the workflow confirm a person's access from group data?
Only if the necessary data is returned and the matching rule is clear. A person should verify consequential access decisions.
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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