Keep important investor relationships from going quiet
Create a manageable reminder list from the relationship context already in Affinity.
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
Relationship maintenance can slip when there is no dependable reminder to revisit important contacts.
- Create a routine for relationship follow-through
- Make suggested touchpoints visible as tasks
- Reduce the mental load of remembering who to reconnect with
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 investor touchpoint reminders.
- 3Tell Notis to review accessible Affinity contact context for relationships that warrant a touchpoint and create Asana tasks only when the next action is clear.
- 4Choose a recurring schedule and a run report destination.
- 5Test with one review period and confirm the suggested tasks are relevant.
Questions about this workflow
Does it send messages to investors?
No. It creates Asana tasks to remind you to consider or complete a touchpoint.
Can it know my preferred follow-up timing?
Include your follow-up criteria in the instruction. Notis can only use timing context that is available or supplied.
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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