Create a client review brief automatically
Open a client review with the documents and context already organized.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Why this helps
Client reviews often begin with scattered links and incomplete context.
- Prepare faster for client calls
- Keep source comparisons together
- Expose missing review context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Draftable in Notis once.
- 2Create a client review briefing automation.
- 3Tell Notis to list relevant Draftable comparisons and write a concise brief using the new task, noting any information the task does not provide.
- 4Choose New Task Created and where reports should go.
- 5Run a test with one client review task.
Questions about this workflow
Does this send anything to the client?
No. It creates a report in your selected Notis channel for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Draftable. A trigger fires from one place; an action lands in another.
Todoist triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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