Add a weekly checkpoint for visual setup
A recurring checkpoint makes it easier to notice which visual setup work moved forward during the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track an Event
Tool to record a custom event for a user or group for analytics and personalization. Use when you need to track user actions or behaviors. Events can be associated with just a user, just a group, or both a user and a group.
Why this helps
Visual setup progress gets scattered across tasks, making a weekly review take longer than it should.
- Give weekly reviews a clear visual setup checkpoint.
- Make progress easier to scan in Userflow.
- Reduce manual end-of-week reconstruction.
Setup
Build it in a few focused steps.
- 1Connect Claid ai and Userflow to Notis once in the portal.
- 2Create an automation in the portal, or tell Notis the intended outcome in plain language.
- 3Ask Notis to review accessible Claid visual setup activity weekly and track a Userflow event for relevant progress.
- 4Choose a weekly recurring schedule, select a channel for run reports, and test with one real setup example.
Questions about this workflow
Does it start a tour for users behind on setup?
No. The available action records an event; it does not start a Userflow tour.
What happens if there is no relevant activity?
The prompt can direct Notis to skip tracking when the available context contains no meaningful progress.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Userflow. A trigger fires from one place; an action lands in another.
Claid ai triggers
Userflow actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create or Update a Group
Tool to create a new group or update an existing group (also referred to as companies in the Userflow UI). Use when you need to create a new group or update attributes of an existing group by providing the group ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create or Update a User
Tool to create a new user or update an existing user in Userflow. Use when you need to synchronize user data from your back-end to Userflow. If the user ID exists, attributes will be merged; otherwise a new user is created.
Delete a Content Session
Tool to permanently delete a content session including its associated progress and survey answers. Use when you need to remove a content session from the system. This action cannot be undone. This operation is idempotent and will succeed even if the content session already doesn't exist.
Delete a Group
Tool to permanently delete a group including all their attributes, memberships and events. Use when you need to remove a group from the system. This action cannot be undone, but users who were members of the group will remain intact. This operation is idempotent and will succeed even if the group already doesn't exist.
Delete a User
Tool to permanently delete a user including all their attributes, memberships, events and flow history. Use when you need to remove a user from the system. This action cannot be undone, but groups that the user was a member of will remain intact. This operation is idempotent and will succeed even if the user already doesn't exist.
Get a Content Object
Tool to retrieve details of a specific content object (flow, checklist, or launcher) by ID. Use when you need to get information about a single content object, including its draft and published versions.
Get a Content Version
Tool to retrieve details of a specific content version by ID. Use when you need to get information about a versioned content object, including its questions (for surveys) or tasks (for checklists).
Get a Group
Tool to retrieve details of a specific group (company) by group_id. Use when you need to get information about a group including their attributes, creation timestamp, and optionally expanded relationships like memberships and users. Note: Groups are called 'Companies' in the Userflow UI, but the API uses 'groups' terminology.
Connect any two apps with Notis in the middle.
Claid ai and Userflow, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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