Give treasury work a regular status update
Share a concise weekly view of progress, risks, and next steps in the project.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Why this helps
Stakeholders often lack a regular, concise view of treasury work and blockers.
- Give stakeholders a recurring status checkpoint.
- Make progress and blockers visible at project level.
- Reduce ad hoc requests for updates.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for treasury status.
- 3Tell Notis to publish a weekly status update to the specified Asana project using available treasury information and any progress or blockers supplied by the team.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test one run and verify the update's project and content.
Questions about this workflow
Can Notis infer progress without a baseline?
A baseline or progress information not available from connected data must be supplied by the team.
Which project receives the status?
Specify the intended Asana project clearly in your instruction so Notis can target it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Asana. A trigger fires from one place; an action lands in another.
Airwallex 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.
Airwallex and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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