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Notis

Your Clientary always
one message away

Create clients, update projects, and manage invoices in Clientary from Slack, WhatsApp, or Telegram, by voice or text.

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Clientary

What it does

Six ways to run it from a message.

Drive it by message when you need it, or put it on autopilot.

01 · The remoteDrive Clientary by messageYour least-resistance path to capture, update and query.

Record expenses, clients, leads

Voice memo or forwarded email automatically becomes a client, contact, expense, lead, project, or task, pre-filled and ready to save.

Update in one message

Reply with "mark invoice paid" or "assign to Sarah" to update invoices, projects, and tasks without leaving chat.

Ask about your clients

Ask "Show my unpaid invoices for Nike" or "How many hours have I logged this month?" and get an instant answer.

02 · The autopilotPut Clientary on autopilotRecurring workflows that run without you.

Daily digests

Get a scheduled summary of new clients, unpaid invoices, and recent expenses delivered to your messaging app every morning.

Recurring scheduled actions

Schedule Notis to generate weekly invoices or send monthly reminders for recurring clients, all from your favorite messaging app.

Connect to your tools

Connect Clientary to Google Calendar, Slack, and Gmail to auto-schedule projects, alert your team of invoices, and send proposals directly to clients.

Channels

Clientary, from anywhere you
message.

Pick the channel you already live in. Notis turns it into a fully native Clientary remote.

Telegram

Voice-first Clientary bot. Record, tag, file.

WhatsApp

WhatsApp business or personal, both work.

Slack

Slash-command your way through any workspace.

iMessage

Native bubbles. iPhone, iPad and Mac.

Gmail

Forward emails. Get them filed in Clientary.

Notis Desktop

Run from Notis desktop with hotkeys & history.

Popular workflows

What people automate with
Clientary + Notis.

Create Clientary Project from Linear Issue

Automatically create a new project in Clientary whenever a Linear issue is created, keeping your billing and planning systems in sync.

Turn a Notion prospect into a Clientary lead

Create a Clientary lead when a prospect is added to your Notion pipeline, so new opportunities have a clear home for follow-up.

Turn Slack requests into Clientary tasks

Capture clear work requests from Slack channels as Clientary tasks so follow-up does not depend on remembering which thread to revisit.

Turn Telegram inquiries into Clientary leads

Capture qualified inquiries from Telegram as leads in Clientary so promising conversations have a clear next step.

Turn sent Clientary proposals into follow-up tasks

Create a Todoist reminder when a Clientary proposal is sent, so the next client touchpoint stays visible.

Turn parsed inquiries into Clientary leads

Send a document intake signal to Notis and have it create a Clientary lead from the extracted prospect details.

Trigger / Action

Supported triggers and
actions

Notis builds workflows that link this app to anything else. A trigger fires from one place; an action lands in another.

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Start saving time today.

Connect in 60 seconds. No DIY, no maintenance, no setup tax.