Keep Email Meeting Follow-Ups from Slipping
When someone sends the next steps after a meeting, put the clear actions into Asana so they are ready to work on.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
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
Meeting follow-ups arrive later by email and get lost before anyone adds them to the task list.
- Capture written next steps as tasks
- Keep follow-ups visible after meetings
- Reduce manual re-entry from recap emails
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Asana once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3Ask Notis to create concise tasks only for clear follow-ups or agreed actions stated in new emails.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real recap email that includes a specific next step.
Questions about this workflow
Can this process meeting transcripts?
This workflow is triggered by new Agent Mail messages. It can use only the email content available to the trigger.
What if a recap email includes several actions?
Tell Notis whether to create one task per distinct action or a single task for a tightly related set of follow-ups.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Asana. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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