Review open work across Agiled and Asana each week
Start the week with a focused view of open work that may need attention.
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
Open work scattered across CRM and project tools makes weekly planning harder than it needs to be.
- Gather relevant Asana tasks for a recurring review.
- Highlight follow-ups that need a decision or owner.
- Reduce time spent switching between work systems.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Asana once in Notis.
- 2Create an automation and describe the weekly review outcome in one instruction.
- 3Tell Notis what open Agiled work to consider and how to retrieve relevant Asana tasks.
- 4Choose the notis_cron trigger, set the schedule, and select where run reports should go.
- 5Test with a real example and review the report for missing context.
Questions about this workflow
Can the workflow compare both systems?
It can analyze data made available from Agiled and retrieve Asana tasks. Specify how to relate records; Notis cannot assume an identifier that is not present.
What task filters are available?
Asana supports filtering multiple tasks by assignee, project, section, completion since, or modification since. Workspace filtering also requires an assignee.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Asana. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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