Make contract dates easier to revisit
Set one weekly checkpoint for contract and renewal dates so document-based commitments receive a regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
Renewal dates and contract obligations are easy to overlook when they are recorded in separate PDFs.
- Build a regular review habit for document dates.
- Make upcoming contract work easier to notice.
- Reduce last-minute renewal surprises.
Setup
Build it in a few focused steps.
- 1Connect ComPDF and Clientary to Notis once in the portal.
- 2Create the automation from Automations or ask Notis in conversation.
- 3Use one instruction to create a weekly Clientary task to review upcoming contract and renewal dates from your tracked documents.
- 4Choose a weekly recurring trigger and the channel for run reports.
- 5Review the first task and tune its wording for your renewal routine.
Questions about this workflow
Will this extract dates from every PDF?
No. The schedule creates a review task; it does not represent a ComPDF trigger or document scanning service.
Can I use it for other obligations?
Yes. Adjust the plain-language prompt to focus on the document dates you need to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ComPDF to Clientary. A trigger fires from one place; an action lands in another.
ComPDF triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
ComPDF and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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