See open billing work in one scheduled review
Get a regular view of billing tasks that still need attention, without hunting through projects.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple tasks
Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed since`, and `modified since`; `workspace` also requires `assignee`.
Why this helps
Open billing work is easy to overlook when there is no reliable moment to review it.
- Create a predictable review point for open work.
- See tasks that still need follow-up.
- Reduce the effort of checking multiple task lists.
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 open billing tasks from Asana and summarize the items that need attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review run and check the returned tasks.
Questions about this workflow
Does this workflow query Altoviz?
The action retrieves tasks from Asana. Altoviz is connected as the source app for the workflow package, but this scheduled action has no Altoviz trigger event.
How does Notis know which tasks are billing tasks?
Use a clear instruction and ensure the relevant tasks can be identified from available Asana data. Any needed classification or baseline must be supplied.
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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