Clear the follow-up backlog before the week gets busy
A weekly sweep helps you see client promises before dispatch demand fills the calendar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Current Follow-ups
Tool to retrieve upcoming follow-ups assigned to the authenticated user. use after authentication to view scheduled tasks.
Why this helps
Follow-ups can disappear beneath the day-to-day urgency of routing and field issues.
- Surface upcoming commitments in a predictable review window.
- Prepare client conversations before the field week accelerates.
- Reduce the mental load of remembering who needs a reply.
Setup
Build it in a few focused steps.
- 1Connect HelloTracks and Magnetic to Notis once through the portal.
- 2Create a new automation and give it a clear name such as Weekly Client Follow-up Sweep.
- 3Use one plain-language prompt asking Notis to retrieve upcoming Magnetic follow-ups and summarize items needing attention in light of HelloTracks operations.
- 4Choose a weekly cron trigger and select where Notis should report runs.
- 5Test against a real week's follow-up list.
Questions about this workflow
Can the workflow identify follow-ups directly from job status?
It retrieves Magnetic follow-ups and can use HelloTracks details included in the run context; no HelloTracks integration trigger is available.
Does it mark items complete?
No. This workflow is a review and summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link HelloTracks to Magnetic. A trigger fires from one place; an action lands in another.
HelloTracks triggers
Magnetic actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current Follow-ups
Tool to retrieve upcoming follow-ups assigned to the authenticated user. use after authentication to view scheduled tasks.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Search Client Contacts
Tool to search contacts by field or client id. use when you need to retrieve client contacts matching given criteria after authentication.
Get Contact Tags
Tool to get all tags associated with a contact. use after confirming the contactid to list contact tags.
Get Magnetic Groupings
Tool to retrieve a list of groupings. use after authentication when you need to select a grouping to comment on.
Get Grouping Statuses
Tool to retrieve the list of statuses for signed groupings. use after authentication when you need available grouping status options for tasks or jobs.
Get Grouping Tags
Tool to retrieve tags associated with any groupings owned by the company. use after authentication when grouping tags are needed.
Get Magnetic Opportunity Statuses
Tool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).
Get Magnetic Task
Tool to retrieve a task by its id. use after confirming you have the taskid.
Connect any two apps with Notis in the middle.
HelloTracks and Magnetic, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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