Keep document tracking fields easy to understand
Review the fields your team uses to classify and follow document work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Fields for Workspace
Tool to get all custom fields in a workspace. use when you need to retrieve a list of custom fields associated with a specific workspace.
Why this helps
Custom fields can accumulate over time, making it harder for a team to know which details matter.
- List workspace fields available for tracking.
- Summarize fields that appear relevant to documents.
- Create a recurring checkpoint for tracking conventions.
Setup
Build it in a few focused steps.
- 1Connect Algodocs and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve custom fields for the supplied workspace and summarize those used for document tracking.
- 4Choose a monthly schedule trigger and select where run reports should go.
- 5Test with one real workspace gid.
Questions about this workflow
Will this delete unused fields?
No. This workflow retrieves and summarizes field metadata; it does not change fields.
What workspace information is required?
Supply the Asana workspace gid for the custom fields you want to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Algodocs to Asana. A trigger fires from one place; an action lands in another.
Algodocs 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.
Algodocs and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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