Carry meeting decisions into your task list
When meeting notes land in Slack, Notis can turn clear client actions into tasks you can revisit without searching the thread.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Meeting follow-ups slip when notes are shared but no one turns the decisions into trackable work.
- Makes meeting follow-ups easier to track.
- Moves decisions into a persistent work list.
- Reduces the handoff from notes to tasks.
Setup
Build it in a few focused steps.
- 1Connect Slack and Clientary to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Give Notis one instruction to create Clientary tasks for clear client action items posted in Slack after a meeting.
- 4Select Slack Channel Message Received and choose a channel for run reports.
- 5Test with a real post-meeting note that contains one actionable item.
Questions about this workflow
Will a summary create lots of tasks?
Ask Notis to create a task for each clear action item, and test with a short meeting note first.
Does this work with a note posted in a channel?
Yes. The selected Slack channel-message trigger responds to messages posted in channels.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Clientary. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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