Bring campaign project purpose back into view
Review the project briefs behind your campaign work without opening each project one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a project
Retrieves a specific asana project by its `project gid`, with an option to include additional fields for comprehensive details using `opt fields`; this action does not return tasks within the project.
Why this helps
Project purpose and scope can fade from view as day-to-day task work takes over.
- Bring project purpose into recurring planning.
- Summarize information already included in project briefs.
- Reduce time spent reopening multiple project records.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and specify the campaign projects whose briefs should be reviewed.
- 3Choose a recurring schedule trigger and select where run reports should go.
- 4Tell Notis to retrieve the specified project briefs and summarize their available purpose and context.
- 5Run it once and confirm the briefs contain the information you expect.
Questions about this workflow
Can this write or edit the project brief?
No. The selected action retrieves a project brief.
What if a project has no brief?
Notis cannot summarize content that is absent. The review can report that the brief is unavailable if the returned data indicates this.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Asana. A trigger fires from one place; an action lands in another.
Active campaign triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
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.
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.
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.
Connect any two apps with Notis in the middle.
Active campaign and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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