Schedule a Clientary expense review for slide projects
Make expense review a predictable part of your planning rhythm.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Tool to retrieve expenses by date range (defaults to current fiscal year). Use when you need to fetch a list of expenses from Clientary with optional filtering by start and end dates.
Why this helps
Expense checks are postponed until close because nobody owns the recurring review.
- Create a reliable review habit
- Find uncategorized spending
- Reduce month end surprises
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Clientary in Notis.
- 2Create a scheduled automation.
- 3Tell Notis to review Clientary expenses for the initiatives and date range you specify in the prompt.
- 4Choose a recurring schedule and report channel.
- 5Run one real example to confirm the report is useful.
Questions about this workflow
Does the schedule read every slide?
The prompt must specify the slide based initiative context Notis should use for the review.
Can it use a date range?
Yes, ask Notis to review a defined period supported by Clientary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Clientary. A trigger fires from one place; an action lands in another.
Google Slides triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Google Slides and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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