Make recurring project reviews show up in ClickUp
Give recurring project reviews a dependable place in your ClickUp task list.
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 task in a ClickUp list, optionally as a subtask.
Why this helps
Recurring reviews often slip when they depend on remembering to open each project and start a task.
- Put due review actions into the team's task system.
- Reduce reliance on memory for recurring check-ins.
- Check for an existing open task before creating another.
Setup
Build it in a few focused steps.
- 1Connect Agiled and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review the Agiled projects and review timing you specify, then create a ClickUp task for each due review action not already tracked.
- 4Pick a Notis schedule and choose where run reports go.
- 5Test with one real project review and confirm the schedule.
Questions about this workflow
What counts as due for review?
Specify the review timing or criteria in the automation prompt. Notis should not assume a cadence that you have not supplied.
How does it avoid duplicate tasks?
The prompt can ask Notis to check the accessible ClickUp tasks for an existing open review task before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Clickup. A trigger fires from one place; an action lands in another.
Agiled triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a dependency that makes a task wait on or block another task.
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.
Add guest to list
Shares a list with an existing guest and grants them specified permissions.
Add guest to task
Assigns a guest to a task with specified permissions.
Add tags from time entries
Associates tags with one or more time entries.
Add tag to task
Adds an existing tag to a task.
Add task link
Links two existing tasks.
Add task to list
Adds an existing task to an additional list.
Connect any two apps with Notis in the middle.
Agiled and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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