Review unresolved invoices once a week
Make unresolved invoice follow-up a regular, visible task using the statuses your team provides.
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
Invoices awaiting clarification or approval can remain unnoticed between ad hoc reviews.
- Create a recurring checkpoint for unresolved items.
- Group records using supplied status information.
- Make follow-up ownership easier to establish.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create one weekly Asana task summarizing the invoice records you provide that are marked unresolved.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real set of invoice records and statuses.
Questions about this workflow
Does it know whether an invoice is unresolved?
The parsed record or the information you provide must include a status or a clear rule.
Does it mark invoices as paid?
No. It creates a review task from the supplied status information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Asana. A trigger fires from one place; an action lands in another.
Airparser 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.
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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.
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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.
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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.
Airparser and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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