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Notis

Create a decision record from a new task comment

Capture decisions while the conversation is still fresh.

Trigger

Task Comment Posted

Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).

Action

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

Why this helps

Key decisions get buried in task comments and are hard to revisit.

  • Preserve decisions
  • Reduce repeated questions
  • Create searchable documentation

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Docugenerate in Notis.
  • 2Create an automation for comment based decision records.
  • 3Tell Notis to summarize the new comment and generate a decision record from your template.
  • 4Pick ClickUp Task Comment Posted as the trigger and choose a report channel.
  • 5Test by posting one representative comment.

Questions about this workflow

Does it include the comment author?

Notis can use the author and comment details provided in the ClickUp event.

Can it separate decisions from discussion?

Yes. Ask Notis to identify decisions, open questions, and follow-up actions when the information is present.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Docugenerate. A trigger fires from one place; an action lands in another.

Clickup triggers

Docugenerate actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate documents as ZIP

Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Generate document with merge

Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Update Document

Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Connect any two apps with Notis in the middle.

Clickup and Docugenerate, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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