Keep Document Reviews Moving With Clientary Tasks
Use a recurring check to turn pending document reviews into visible work in Clientary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Documents that need a second look can stay in an inbox without a clear owner or next step.
- Create tasks from documents explicitly marked as awaiting review.
- Put recurring review work into the system used for client delivery.
- Keep the automation focused on supplied status data.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for pending document reviews.
- 3Tell Notis to create a Clientary task for each supplied document marked as awaiting review, and report records without enough detail.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real pending document record and verify the task is actionable.
Questions about this workflow
Does Affinda provide a built-in scheduled trigger here?
No Affinda trigger events are listed. This workflow uses a Notis schedule and relies on document data made available to the automation.
Will it find pending documents by itself?
Only if the recurring automation has access to the relevant document records or status data. Specify the source of that data in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Clientary. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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