Give policy status exceptions a clear owner and next step
Review policy status data on a schedule and make actionable exceptions visible in Asana.
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
Policy exceptions can remain unnoticed when the team has to check multiple records manually.
- Review available policy status records on a cadence
- Create tasks for exceptions that meet your criteria
- Keep the issue and needed follow-up together
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 policy status review.
- 3Tell Notis which available policy statuses count as exceptions and to create an Asana task for each distinct exception that needs action.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review period and inspect the resulting tasks.
Questions about this workflow
Can I define which statuses count as exceptions?
Yes. State the statuses or conditions in the instruction, using values available in AgencyZoom.
Will it create a task for every policy?
It should create tasks only for records meeting the exception criteria you specify.
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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