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Notis

Private Team Discussions Turn Into Tracked Tasks

Private team conversations often contain important action items that never surface as tasks. Notis watches private team comments and automatically creates Clientary tasks, so nothing gets lost in hidden discussions.

Trigger

Private Team Comment Created

Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).

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

Private team comments contain critical action items that stay hidden and never get tracked or assigned in the task system.

  • Surface hidden action items
  • Reduce lost private team tasks
  • Keep private work tracked
  • Maintain task visibility

Setup

Build it in a few focused steps.

  • 1Connect Linear (with private team visibility) and Clientary to Notis.
  • 2Create the automation: 'When a comment is posted on an issue in my private Linear teams, create a task in Clientary if the comment mentions something that needs to be done.'
  • 3Select 'Private Team Comment Created' as your trigger.
  • 4Choose your notification channel.
  • 5Test by posting a comment with an action item on a private team issue and verify the task appears in Clientary.

Questions about this workflow

How does Notis detect action items in private team comments?

It uses action language detection: 'we should', 'can you', 'needs to be'. Tell Notis to focus on specific keywords: 'Only create tasks for comments with these action words' and it will filter accordingly.

Can I assign tasks based on the comment?

Yes. Tell Notis: 'Assign the task to the person mentioned in the comment' or 'Assign to the comment author.' It reads mentions and assignments.

What if most private team comments are casual?

Add filtering: 'Only create tasks for comments on issues labeled Priority' or 'Skip comments under 10 words.' Notis respects your filtering preferences.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Linear triggers

Clientary actions

Recurring trigger

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

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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.

ActionInstant

Private Team Comment Created

Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Clientary, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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