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Make goal reviews easier to prepare

Bring available goal details into a short recurring summary before your next planning conversation.

Trigger

Recurring schedule

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

Action

Get Goals

Tool to retrieve multiple goals. use when you need to get a list of goals, optionally filtered by workspace, team, portfolio, project, time period, or archived status.

Why this helps

Goal reviews take longer when the information has to be gathered from separate records by hand.

  • Prepare a regular review from available goal records.
  • Keep relevant goal details together.
  • Make missing progress information visible.

Setup

Build it in a few focused steps.

  • 1Connect Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for goal review.
  • 3Tell Notis which goal scope to retrieve and ask it to summarize available details without inventing missing progress.
  • 4Set a recurring schedule and choose a channel for run reports.
  • 5Test with a goal scope that reflects your real review process.

Questions about this workflow

Can this calculate progress trends?

Only if multiple time-stamped progress points or a baseline are available. A single current goal record may not show a trend.

Does this update goals?

No. This workflow retrieves and summarizes goal details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Asana. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Asana actions

Recurring trigger

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

TriggerScheduled

Add Followers to Task

Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Supporting Relationship to Goal

Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.

ActionInstant

Add task to section

Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.

ActionInstant

Create Allocation

Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

Create a tag in a workspace

Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.

ActionInstant

Create task in asana with specific details

Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.

ActionInstant

Create Attachment for Task

Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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