Remember the follow-up you promised in your email
When you send a message promising a next step, capture it as a Clientary task.
Trigger
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.
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
It is easy to forget a follow-up once the sent message leaves the top of your mind and inbox.
- Keep specific promises visible as tasks.
- Skip routine sent messages with no action commitment.
- Review unclear deadlines in the run report.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create a Clientary task when a sent Gmail message contains a specific follow-up commitment from me; report an unclear action or deadline for review.
- 4Pick Email Sent as the trigger and choose where run reports go.
- 5Test with one real sent message that contains a promise to follow up.
Questions about this workflow
Will every sent message create a task?
No. Ask Notis to create a task only when the message contains a specific commitment or follow-up action.
What if I promised to follow up but gave no date?
Have Notis create the task without inventing a due date, and mention the missing deadline in the run report if you need to decide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Clientary. A trigger fires from one place; an action lands in another.
Gmail 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.
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.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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