Your ClientaryClientary always
one message away

Create clients, update projects, and manage invoices in Clientary from Slack, WhatsApp, or Telegram, by voice or text.

Mailchimp
Telegram
Slack
WhatsApp
Gmail
Discord
Mailchimp

Mailchimp

Clientary

Clientary

What it does

Six ways to run Clientary from a message.

Drive it by message when you need it, or put it on autopilot.

01 · The remoteDrive Clientary by messageYour least-resistance path to capture, update and query.

Record expenses, clients, leads

Voice memo or forwarded email automatically becomes a client, contact, expense, lead, project, or task, pre-filled and ready to save.

Update in one message

Reply with "mark invoice paid" or "assign to Sarah" to update invoices, projects, and tasks without leaving chat.

Ask about your clients

Ask "Show my unpaid invoices for Nike" or "How many hours have I logged this month?" and get an instant answer.

02 · The autopilotPut Clientary on autopilotRecurring workflows that run without you.

Daily digests

Get a scheduled summary of new clients, unpaid invoices, and recent expenses delivered to your messaging app every morning.

Recurring scheduled actions

Schedule Notis to generate weekly invoices or send monthly reminders for recurring clients, all from your favorite messaging app.

Connect to your tools

Connect Clientary to Google Calendar, Slack, and Gmail to auto-schedule projects, alert your team of invoices, and send proposals directly to clients.

Channels

Clientary, from anywhere you
message.

Pick the channel you already live in. Notis turns it into a fully native Clientary remote.

Telegram
Clientary

Telegram

Voice-first Notion bot. Record, tag, file.

WhatsApp
Clientary

WhatsApp

WhatsApp business or personal, both work.

Slack
Clientary

Slack

Slash-command your way through any workspace.

💬
Clientary

iMessage

Native bubbles. iPhone, iPad and Mac.

Gmail
Clientary

Gmail

Forward emails. Get them filed in Notion.

🖥
Clientary

Notis Desktop

Run from Notis desktop with hotkeys & history.

Trigger / Action

Supported triggers and
actions

Notis builds workflows that link Clientary to anything else. A trigger fires from one place; an action lands in another.

No triggers have been added for Clientary yet.

Build your own

Connect any two apps
with AI in the middle.

Choose the app that starts the workflow and the app that should react. Notis sits in between, reading each event, deciding what matters, and writing the result exactly where it belongs.

When this happens · Trigger

Do this · Action

Start saving time today.

Connect in 60 seconds. No DIY, no maintenance, no setup tax.