Find agency tasks that need a decision or follow-up
Have Notis summarize the tasks that need attention and include matching client or policy context when available.
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
Task lists show what is assigned, but the client or policy context needed to prioritize can be elsewhere.
- Highlight tasks that appear blocked or overdue from available details
- Include matching client and policy context when present
- Make a review easier to act on
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for agency task triage.
- 3Tell Notis which Asana tasks to review, what conditions indicate attention is needed, and to include matching AgencyZoom context only when available.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real task review and refine the attention criteria.
Questions about this workflow
Can it tell which task is most important?
It can apply criteria you specify using available task and client information. Provide priorities or business rules that are not present in the records.
Will it change task assignments or status?
No. This workflow retrieves tasks for review and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Asana. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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