Make time to learn from a month of prospecting
Create a recurring place to review what's working and choose a practical improvement for next month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Without a dedicated review, useful lessons about prospecting can disappear into day-to-day activity.
- Build a regular moment for process improvement.
- Capture lessons before they are forgotten.
- Turn observations into a concrete next action.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to create a monthly task to review prospecting outcomes, lessons, and one improvement to try.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example by running the automation once.
Questions about this workflow
Does the workflow analyze Aeroleads metrics?
No Aeroleads data retrieval action is listed. Use the task to review metrics and observations you bring to the review.
Can the task prompt a specific review format?
Yes. Include the questions you want the recurring task to remind you to answer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Asana. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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