Keep scheduled research follow-ups from slipping
Let Notis revisit available AgentQL findings on your schedule and capture concrete next steps as Clientary tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Research findings can accumulate between reviews, leaving useful actions buried and overdue before anyone notices.
- Revisit research at a regular interval.
- Create tasks for explicit next steps rather than general observations.
- Make follow-up work visible in Clientary.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available AgentQL findings at each run and create Clientary tasks only for clear, actionable follow-ups.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one finding that includes a specific next step and inspect the task.
Questions about this workflow
Will it create duplicate tasks on every run?
Tell Notis to check available Clientary tasks for a matching open follow-up before creating one, and to report possible duplicates.
What does it review each time?
Specify where the relevant AgentQL findings are available and the time period or scope to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Clientary. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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