Bring client context into research planning
Review the client list before planning work so new research has a clear account context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists clients in a workspace.
Why this helps
Client context can be scattered across tools when you are deciding which research deserves attention.
- See Clockify client records in a regular planning review.
- Keep client context close to project planning.
- Reduce time spent searching for account names.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Clockify once in the Notis portal.
- 2Create an automation and describe the client context you want in planning.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test and confirm the client list matches the intended workspace.
Questions about this workflow
Does this create new clients?
No. It retrieves existing clients from a Clockify workspace.
Can this connect a client to AgentQL findings?
Not on its own. Include client context in the instruction or webhook data for a separate workflow that uses those findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Clockify. A trigger fires from one place; an action lands in another.
Agentql triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Group
Adds a user to an existing workspace group.
Create Webhook
Creates a webhook to receive workspace event notifications.
Delete Client
Permanently deletes a client; this action cannot be undone.
Create New Project
Creates a project in a workspace, optionally linked to a client.
Delete Webhook
Deletes an existing webhook.
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Filter Workspace Users
Filters workspace users by criteria.
Connect any two apps with Notis in the middle.
Agentql and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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