Move multi-step chat plans into ClickUp
Bring recent plans out of the conversation and into the task where the work will happen.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create checklist
Creates a new checklist with a specified name within an existing task, which can be identified by its standard id or a custom task id (if `custom task ids` is true, `team id` is also required).
Why this helps
A useful sequence of steps can be easy to lose when it stays in an old chat thread.
- Make clear plans easier to execute and track.
- Keep steps with the task they support.
- Reduce repeated searches through chat history.
Setup
Build it in a few focused steps.
- 1Connect 2chat and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe that recent conversations should be reviewed for clear multi-step plans tied to existing tasks, then create a checklist for each plan that does not already have one.
- 4Choose a recurring Notis cron trigger and select where run reports should go.
- 5Test with one real plan and confirm it creates one useful checklist on the matching task.
Questions about this workflow
Can this create checklists on new tasks too?
This workflow creates a checklist within an existing task. Ask Notis to skip plans without a clear matching task.
How can I avoid repeat checklists on each run?
Tell Notis to check whether the plan is already represented before creating a checklist, and to report uncertain duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Clickup. A trigger fires from one place; an action lands in another.
2chat triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
Add guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
2chat and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clickup.