Put Client Email Updates on the Right Task
Client requests, approvals, and changes can reshape ongoing work. Notis can summarize a relevant incoming message on the ClickUp task it relates to.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create task comment
Adds a comment to a clickup task; `team id` is required if `custom task ids` is true.
Why this helps
A project task can fall out of date when client decisions stay buried in an email thread.
- Keep client decisions with the work they affect.
- Make task history easier to scan than a long email thread.
- Reduce manual status notes after client conversations.
Setup
Build it in a few focused steps.
- 1Connect Gmail and ClickUp once in the Notis portal.
- 2Create an automation and tell Notis which client messages matter and to summarize them on the related ClickUp task.
- 3Pick New Gmail Message Received as the trigger and choose where run reports should go.
- 4Test with one real client email and review the selected task and comment.
Questions about this workflow
Can I focus it on particular kinds of client messages?
Yes. Describe the messages to include, such as approvals, scope changes, or requests for a deliverable.
Will Notis preserve the whole email thread?
Ask for a concise summary and the specific decision or request. The workflow adds a task comment rather than attaching the full thread.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Clickup. A trigger fires from one place; an action lands in another.
Gmail triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
Gmail and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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