Start the week with a focused task list
Turn a busy task list into a short view of the work that needs attention first.
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
A large task backlog can make it hard to choose a clear starting point.
- Summarize task work into a manageable shortlist.
- Use task details and dates that are actually available.
- Make it easier to begin focused work.
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 review available Clientary tasks and report a focused shortlist with a brief reason for each selection.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one scheduled run and confirm the report is useful.
Questions about this workflow
Can the report account for my energy or calendar?
Only if that context is included in the instruction or available data. Clientary task records alone may not show your capacity or calendar.
Will this change task priority in Clientary?
This workflow reviews and reports on tasks. It does not change their priority.
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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