Move Ad Research Into the Client Brief Workflow
Keep the review step attached to the research that prompted it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Research can be complete while the next brief review remains an untracked intention.
- Create a clear next step from client research.
- Retain the relevant campaign evidence.
- Reduce the chance that a brief review is forgotten.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Clientary once in Notis.
- 2Create an automation that reviews supplied client ad research and creates a task for the next specified brief or recommendation review.
- 3Pick the webhook trigger.
- 4Choose where run reports go.
- 5Test with one real research request and confirm the task states who or what needs review.
Questions about this workflow
Does the automation write the brief?
This workflow creates a Clientary task for review. The task can reflect the research supplied, but it does not create a separate brief artifact.
What starts it?
An HTTP request to the Notis webhook starts the automation with the client research context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Clientary. A trigger fires from one place; an action lands in another.
Adyntel triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Adyntel and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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