Start the day with a client follow-up brief
See the client follow-ups that matter in one Slack message, ready to guide your next block of work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Remembering which clients or projects need attention takes time and makes important follow-ups easy to miss.
- Begin with a short, prioritized view of follow-ups.
- Reduce repeated checking across client projects.
- Keep next actions visible in your team channel.
Setup
Build it in a few focused steps.
- 1Connect Clientary and Slack once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis to review the Clientary client and project information available to it, summarize overdue or upcoming follow-ups, and post a prioritized brief to Slack.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and confirm the available Clientary information supports the brief.
Questions about this workflow
Can this run every morning?
Yes. Choose a recurring Notis cron schedule. Select the time and timezone that fit your routine.
Will it know which Clientary work is overdue?
Only if the Clientary data available to the automation includes due dates or follow-up context. If it does not, provide those details in the automation input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Slack. A trigger fires from one place; an action lands in another.
Clientary triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Clientary and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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