Turn project review notes into tasks
Give project updates a clear next step by turning their actionable points into Clientary tasks.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Action items can disappear in lengthy project reviews before anyone records them.
- Surface actionable work from unstructured updates.
- Keep tasks connected to supplied project context.
- Lower the effort required to turn review notes into follow-through.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api 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 identify explicit action items in each submitted review and create Clientary tasks for the supplied project.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real project review and inspect the created tasks.
Questions about this workflow
Will it create a task for every suggestion?
The instruction can tell Notis to create tasks only for explicit, actionable commitments and leave general observations in the report.
Can it assign tasks?
Only when a valid assignee is supplied or reliably identified from the provided context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Clientary. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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