Automatically review goals every quarter
Every quarter, get an automatic review of your goals in Asana. Stay aligned on what matters without waiting for planning sessions to surface misalignment.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Goals
Tool to retrieve multiple goals. use when you need to get a list of goals, optionally filtered by workspace, team, portfolio, project, time period, or archived status.
Why this helps
Quarterly reviews of goals often get skipped in the rush of ongoing work. When they do happen, you discover that goals have drifted from reality.
- Goals stay aligned with reality through regular automated checks
- Catch goal drift early before it compounds across quarters
- Reduce the cognitive load of remembering to review goals
- Create a consistent rhythm for strategic reflection
Setup
Build it in a few focused steps.
- 1Connect Asana to Notis in your portal
- 2Create an automation with this prompt: 'Every quarter on January 15, April 15, July 15, and October 15, review all active goals in Asana and send me a summary'
- 3Select 'Recurring Schedule' with quarterly timing
- 4Choose your notification channel and preferred time of day
- 5Review each quarterly summary and update goals based on progress
Questions about this workflow
What should the quarterly review include?
Your prompt can specify: 'Show me progress toward each goal, any goals that are off-track, and suggestions for next quarter.'
Should Notis mark completed goals as achieved?
You can include that: 'Archive goals that are 100% complete and highlight any at-risk goals.' Gives you actionable next steps.
Can I adjust the quarter dates?
Yes, use your company's fiscal quarters or calendar quarters. Just specify the dates in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Asana. A trigger fires from one place; an action lands in another.
Airtable triggers
Asana actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
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.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
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.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Not just Airtable and Asana. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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