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Productivity

Checkvist for your Agent

Flow can look up tasks, projects and pages in Checkvist, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in Checkvist. Connect with an API key from your Checkvist account.

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Create a task in Checkvist for each document the Lyon tender asks for, due two days before the deadline.

Connect Checkvist in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Checkvist.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Checkvist.

What Flow can do depends on what Checkvist offers through its API and on the access you choose.

Things to ask

Type these to Flow once Checkvist is connected.

  • Checkvist

    Create a task in Checkvist for each document the Lyon tender asks for, due two days before the deadline.

  • Checkvist

    What is still open in Checkvist for our hospital bid?

About Checkvist

Checkvist is an online outliner and task manager for hierarchical lists, notes, tags, due dates, and assignees. Use it to plan projects, capture ideas, and organize work in clean nested lists.

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