Check team capacity for billing follow-up
Bring scheduled allocation details into a regular review so billing follow-up has realistic ownership and time.
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
Billing follow-up can stall when team capacity is committed elsewhere and nobody notices early.
- See allocation details during routine work planning.
- Notice capacity constraints that may delay billing follow-up.
- Support clearer ownership conversations.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve relevant Asana allocations and summarize capacity that could affect billing follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review run and check the allocation details.
Questions about this workflow
Does this assign new capacity?
No. It retrieves allocation records for review. It does not create or modify allocations.
Can it tell which allocations are for billing?
Only when the available allocation and related project or task details provide enough context, or you supply that context in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Asana. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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