Find tasks that need attention before they slip
Use a short recurring scan to connect open work with the latest research you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Retrieves the task list.
Why this helps
Tasks and research often sit in separate places, making it hard to spot which work needs a fresh look.
- Make task review more consistent.
- Bring supplied research into the task review context.
- Surface items matching your explicit attention criteria.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Clientary tasks and compare them with supplied research, summarizing only tasks that meet your attention criteria.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with a real task sample and relevant research, then review the summary.
Questions about this workflow
Does this change or complete tasks?
No. The listed task action is a read operation, so this workflow reports findings without changing task status.
Can it review all task history?
The available list action has pagination. Your instruction should account for the records returned and the relevant scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Clientary. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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