Build an intake register XLSX from new tasks
Keep a structured intake record without asking someone to copy task details into a spreadsheet.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Why this helps
New work arrives quickly, but intake tracking often lags behind the actual project queue.
- Maintain a consistent intake log
- Reduce copy and paste
- Make new work easier to review
Setup
Build it in a few focused steps.
- 1Connect ClickUp and DocRaptor in Notis once.
- 2Create an automation that adds each new task to an intake register XLSX document.
- 3Pick the ClickUp Task Created trigger.
- 4Choose the run report destination.
- 5Test with one new task.
Questions about this workflow
Can the XLSX include custom columns?
Yes. Describe the columns and formatting in the instruction, using only data available in the event or supplied by you.
Why is the action asynchronous?
Async creation is useful when the workbook needs more processing time or you want completion tracking.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to DocRaptor. A trigger fires from one place; an action lands in another.
Clickup triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Folder Created
Triggers when a new Folder is created.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Folder Deleted
Triggers when a Folder is deleted.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
List Created
Triggers when a new List is created.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Deleted
Triggers when a List is deleted.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Clickup and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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