Keep client check-ins from slipping
A weekly review can turn quiet-client signals into a small, visible reminder in the place you already manage client work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Tool to create a note in Tave (VSCO Workspace). Use when adding notes about jobs, contacts, or other entities in the system.
Why this helps
Noticing a quiet client in a report does not help if the insight never makes it into your day-to-day workflow.
- Surfaces relationships that may be going quiet
- Puts the signal beside existing client work
- Replaces another manual report review
Setup
Build it in a few focused steps.
- 1Connect Snowflake and Tave to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis for a recurring client check-in review.
- 3Write one prompt that explains which engagement signals warrant a concise Tave note.
- 4Choose a weekly Notis schedule and a reporting channel, then test with one real client record.
Questions about this workflow
How often does this check client activity?
Set the Notis cron trigger to a weekly schedule that suits your review rhythm.
What does the Tave note contain?
Describe the useful summary in the prompt, such as the client and the activity signal that prompted a check-in.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Snowflake to Tave. A trigger fires from one place; an action lands in another.
Snowflake triggers
Tave actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Snowflake and Tave, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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