Keep track of who has access to the social workspace
A recurring roster review helps you remember who is connected to the team that manages your social calendar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Users
Tool to list all users that belong to a specific team. Returns user details including id, fullname, picture, email, and role. Use when you need to retrieve the complete roster of team members.
Why this helps
Team access can change while the founder is focused on campaigns, making ownership harder to recall later.
- Retrieve the current Planly team roster for review.
- Keep workspace ownership visible on a predictable cadence.
- Support clearer handoffs as responsibilities change.
Setup
Build it in a few focused steps.
- 1Connect Resend and Planly to Notis once through the portal.
- 2Create a named automation and describe a monthly Planly roster review in plain language.
- 3Choose a recurring monthly trigger.
- 4Select a channel for run reports.
- 5Test the run and confirm the returned roster is useful to the intended team owner.
Questions about this workflow
Does this change user access?
No. The selected Planly action lists team users and their details.
Is this a Resend event automation?
No. Resend has no available trigger events in this pairing. This workflow uses a Notis recurring trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Resend to Planly. A trigger fires from one place; an action lands in another.
Resend triggers
Planly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete AI Prompt
Tool to complete a text prompt using AI. Generates AI-powered text completions based on the provided prompt. Use when you need to generate creative content, complete text, or get AI suggestions for writing tasks.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Team
Tool to create a new team in Planly. Use when you need to create a team organization.
Delete Media
Tool to delete one or more media files by their IDs. Use when you need to remove media files from Planly storage.
Delete Team
Tool to delete a team by its ID. Use when you need to permanently remove a team from Planly.
Edit Team
Tool to edit team details such as name in Planly. Use when you need to update an existing team's information.
Get AI Credits
Tool to retrieve available AI credits left in a team. Use when you need to check the remaining AI credits for a specific team.
Get Team
Tool to retrieve detailed information about a specific team including permissions, limits, and integrations. Use when you need to access team configuration, member counts, channel status, or integration details.
Import Media From URL
Tool to import media from a URL to your team. Use when you need to add external media (video/mp4, image/png, image/jpeg, image/webp) to a team's media library.
Connect any two apps with Notis in the middle.
Resend and Planly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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