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PRO+Included with Pro+ and Ultra
Notis Teams allows you to collaborate with colleagues, share automations, and manage billing centrally. This guide covers everything you need to know about setting up and managing your team. Your team’s included usage is pooled. If your plan includes $150 of monthly usage per seat and you have 10 paid seats, your team gets one shared $1,500 monthly pool. Any teammate can use it, and all team activity counts toward the same total.

Getting Started with Teams

Creating a Team

To create a team, head to the Notis portal and navigate to Teams in the settings. From there, you can create a new team and start inviting members.
All team members can only be on the same subscription tier. Notis for team is available in the PRO+ and ULTRA tier.

Inviting Teammates

You invite teammates by email. When you send an invite:
  • Enter the teammate’s email (their name is optional)
  • The invitee receives an email with a link to join your team
  • Once onboarded, they’ll have access to shared team resources
You’re only billed for a seat once the teammate activates their account (finishes onboarding). A pending invite that hasn’t been accepted yet does not add a paid seat.
Resending Invites: If a teammate hasn’t joined yet, you can resend the invite from the Teams settings. They’ll be prompted to complete onboarding. You can follow their onboarding status from the team page.
You can only invite teammates that don’t have an active subscription yet. Contact our support if you need to consolidate a teammate with an active subscription.

Removing Team Members

To remove someone from your team:
  1. Go to TeamsMembers
  2. Find the member and click Remove
  3. Their access to team resources is revoked immediately
Removing a teammate does not automatically lower the number of seats you pay for — the freed seat stays available so you can invite someone else into it. When you want to stop paying for it, lower your subscriber count on the Subscribe page. You can’t set fewer seats than the number of active members on your team.

Managing Team Seats

You control how many seats you pay for from the Subscribe page, in the Team Seats card, using the + / − stepper:
  • A seat is added automatically when an invited teammate activates their account.
  • Removing a teammate never reduces your seats automatically — use the stepper to lower them when you’re ready.
  • The minimum is the number of active members currently on your team.
  • Increasing seats charges the prorated amount immediately; decreasing takes effect without an immediate refund (the seat was already paid for the current cycle).
Only the team owner can change the shared plan, paid seat count, or On-Demand settings. Teammates can see the team’s shared plan and usage, but should ask the owner when billing needs to change.

Team Automations Library

The Team Automations Library lets your team share and discover automations created by teammates.

Browsing the Library

  • Open Automations in the portal — templates shared by your team appear in the Team templates section
  • See all automations shared by your team, with their trigger and delivery channel
  • Templates you already installed show an Installed badge instead of the install button

Sharing Your Automations

To share an automation with your team:
  1. Create or open an existing automation
  2. In the automation menu, select “Publish as template”
  3. You can select the name, description, and editing privilege of your template.
The template creator always keeps editing access. You can let everyone on the team edit, or choose specific teammates.

Installing Team Automations

When you find an automation you want to use:
  1. Click Install on the automation card
  2. A linked automation is added to your personal automations and the editor opens
  3. Review the delivery channel and schedule to fit your workflow
Automations created from a template stay linked to it. Template updates to the name, instructions, intelligence, and conversation context sync automatically to every linked automation. Your own delivery channel and schedule stay personal and are not overwritten.If you have permission to edit the template, editing a linked automation also lets you update those shared fields for the whole team. If you only want to change the instructions for yourself, duplicate it into a new automation first.

Sharing apps, skills, and automations

Everything your team shares stays private to the team — people outside it cannot see or install anything. Each resource type has its own home: