Catch overdue document follow-ups
Get a focused review of open, overdue work tied to document and signing processes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple tasks
Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed since`, and `modified since`; `workspace` also requires `assignee`.
Why this helps
Document follow-ups can linger in a busy task list until a deadline or stakeholder brings them back into view.
- Bring overdue document work back into view on a steady cadence.
- Summarize a defined set of outstanding tasks for review.
- Reduce the need to scan project lists by hand.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Asana once in the Notis portal.
- 2Create an automation in Automations, then choose a name and report channel.
- 3Tell Notis to review open, overdue Asana tasks for the document workflows you identify and create a concise review task with the findings.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real overdue task example.
Questions about this workflow
How does the workflow know which tasks relate to ActiveMerge?
Identify them through task details or a project or naming convention available to the workflow. If that context is not present, provide it in the instruction.
Does the workflow change or complete overdue tasks?
No. It reviews matching tasks and creates a separate review task summarizing the overdue items.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Asana. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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