Keep Convolo actions aligned with task routing
When a task changes hands, make sure the AI's available actions fit the new route.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Define or Update Character Actions
Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.
Why this helps
Routing changes can leave characters offering actions that belong to the previous owner or team.
- Keep capabilities aligned with ownership
- Handle multi-person handoffs
- Reduce action requests sent to the wrong team
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Convolo ai in Notis once.
- 2Create an automation describing the action changes for each routing case.
- 3Choose the ClickUp Task Assignee Updated trigger.
- 4Select where run reports should go.
- 5Test with a reassignment that includes an add or removal.
Questions about this workflow
Can one event contain both an add and a removal?
Yes. ClickUp can bundle both changes, and Notis can use the complete handoff context.
Do I need a separate automation for each team?
No. One instruction can describe the routing rules if they are clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Convolo ai. A trigger fires from one place; an action lands in another.
Clickup triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Define or Update Character Actions
Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.
Folder Created
Triggers when a new Folder is created.
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
Folder Deleted
Triggers when a Folder is deleted.
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Character Response
Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.
List Created
Triggers when a new List is created.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
List Deleted
Triggers when a List is deleted.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Update Character Backstory
Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.
Connect any two apps with Notis in the middle.
Clickup and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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