Catch untracked follow-ups with a scheduled inbox sweep
Give your inbox a quick review on your schedule and bring only open actions into ClickUp.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a task
Creates a new clickup task in a specific list, optionally as a subtask if a `parent` task id (which cannot be a subtask itself and must be in the same list) is provided.
Why this helps
A useful request can arrive during a busy stretch and remain unseen until its deadline is close.
- Find clear open actions across recent messages.
- Avoid creating duplicate tasks for work already tracked.
- Review inbox follow-ups without interrupting focused work.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and ClickUp once in the Notis portal.
- 2Create an automation in Automations, then choose a name and report channel.
- 3Tell Notis to review recent Agent Mail messages, identify clear untracked actions, and create ClickUp tasks with concise email context.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real inbox example and review the task and report.
Questions about this workflow
How does this avoid duplicate tasks?
Ask Notis to check whether an action is already represented in ClickUp before creating a task.
Which messages should it review?
Specify the desired recent time window in your instruction, such as messages received since the previous run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clickup. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail 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.