Turn Document Follow-Ups Into Clientary Tasks
Make the next step from a processed document visible in the project system before it slips away.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
A request or deadline embedded in a document can be easy to forget after the document review is finished.
- Capture explicit next steps as Clientary tasks.
- Reduce the need to remember follow-ups after document review.
- Keep uncertain or vague requests out of task creation until clarified.
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 document follow-ups.
- 3Tell Notis to create a Clientary task only for a clear, actionable request in the parsed document, and report ambiguous items for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one document containing a clear follow-up and review the task title.
Questions about this workflow
Will every sentence in the document become a task?
No. Instruct Notis to create tasks only for explicit, actionable follow-ups and to report ambiguous statements instead.
Can the task be linked to a project?
Only when the project can be identified from supplied document details or your instruction. Otherwise, have Notis report that the project is unclear.
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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