Prepare a clearer monthly goal review
Bring goal details into a predictable review so progress and blockers are easier to discuss.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Goals
Tool to retrieve multiple goals. use when you need to get a list of goals, optionally filtered by workspace, team, portfolio, project, time period, or archived status.
Why this helps
Goal reviews lose focus when the relevant records have to be gathered from scratch.
- Prepare reviews with current goal records
- Keep progress conversations focused
- Reduce manual gathering
Setup
Build it in a few focused steps.
- 1Connect Apilio and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Ask Notis to retrieve the relevant Asana goals and summarize available progress details for the monthly review.
- 4Pick a recurring schedule, choose where run reports go, and test with one real goal set.
Questions about this workflow
Can the summary include progress history?
Only if the needed history is available from the returned data or supplied context.
Can goals be filtered?
The action supports filters such as workspace, team, portfolio, project, time period, and archived status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apilio to Asana. A trigger fires from one place; an action lands in another.
Apilio 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.
Apilio and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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