Give recurring research findings a next step
Let a scheduled review turn actionable browser findings into work you can track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Repeated research can generate follow-ups faster than you remember to turn them into tasks.
- Create trackable next steps from recurring research.
- Reduce the gap between finding and acting.
- Keep task creation focused on explicit commitments.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Clientary once in Notis.
- 2Create an automation and name it for scheduled research follow-up.
- 3In one instruction, ask Notis to review the current Airtop results and create a Clientary task for each explicit, actionable follow-up, reporting unclear ownership or project context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real result that contains a follow-up action.
Questions about this workflow
Does this workflow create tasks for general observations?
It should only create tasks for explicit actions, based on the instruction you provide.
How do I avoid repeated tasks from recurring results?
Ask Notis to check available Clientary tasks for likely duplicates and flag uncertain matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Clientary. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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