Automatically review resource allocations weekly
Every week, get an automated review of who's allocated to what and whether capacity is balanced. Catch overallocation before it becomes burnout.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Allocations
Tool to get multiple allocations. use when you need to retrieve a list of allocations, optionally filtered by project, user, or workspace.
Why this helps
Checking resource allocations is important but often skipped. Team members end up over-allocated without anyone realizing it until burnout happens.
- Catch over-allocation before it becomes a problem
- Regular visibility into team capacity prevents surprises
- Make data-driven decisions about work distribution
- Reduce the cognitive load of manual allocation tracking
Setup
Build it in a few focused steps.
- 1Connect Asana to Notis in your portal
- 2Create an automation with this prompt: 'Every Monday morning, review all resource allocations in Asana and show me anyone who's over-allocated'
- 3Select 'Recurring Schedule' (weekly) and choose Monday at your preferred time
- 4Pick your notification channel for the summary
- 5Review the results and adjust allocations based on the report
Questions about this workflow
How does Notis know if someone is over-allocated?
Notis checks allocations against the defined weekly hours. Anyone exceeding the threshold is flagged. You can customize the threshold in your prompt.
Can I see specific project allocations too?
Yes, refine your prompt to include per-project breakdowns or focus on specific projects you're concerned about.
Should Notis suggest rebalancing?
You can ask Notis to suggest moves, but humans make the final decision about allocations based on priority and skill fit.
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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