Make the monthly site health review happen
Keep a recurring site health check on the calendar and bring in Ahrefs audit context when it is available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Site health reviews are often delayed when they rely on someone remembering to revisit an audit.
- Create a dependable monthly review task.
- Keep the review purpose explicit for whoever picks it up.
- Include current Ahrefs audit context when available.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to create a monthly Clientary task to review site health and include current Ahrefs audit findings when available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and confirm the task includes the review purpose and any available audit context.
Questions about this workflow
Will this create an audit report if none is available?
No. It can include audit information available to the automation. The task can still remind someone to review site health when no current findings are supplied.
Can the review task be associated with a project?
The task action supports an optional project. Supply the relevant project context in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Clientary. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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