Make every investor introduction promise actionable
Turn an introduction request into a visible task with the context needed to follow through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Warm introductions can stall when the promised follow-up is not captured as work.
- Capture the action while the introduction is fresh
- Keep the relationship context with the work
- Lower the chance of a promised follow-up being forgotten
Setup
Build it in a few focused steps.
- 1Connect Affinity and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for introduction follow-through.
- 3Tell Notis to turn the submitted Affinity introduction context into one clear Asana task describing the promised next step.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real introduction request and confirm the task captures the commitment.
Questions about this workflow
Can this make the introduction for me?
No. It creates an Asana task to track the follow-through. The request should describe the action to complete.
What should the task include?
Include the people involved and the promised next step in the submitted context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Asana. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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