Prepare monthly project review from current records
Bring project records together for a calmer, more focused monthly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple projects
Returns a list of projects, optionally filtered by workspace, team, or archived status, supporting pagination for large datasets.
Why this helps
Founders lose review time collecting project details instead of deciding what needs attention.
- Spend less time gathering project records
- Prepare a consistent review
- Focus attention on decisions
Setup
Build it in a few focused steps.
- 1Connect Apilio and Asana once in the Notis portal.
- 2Create and name an automation in Automations, New Automation.
- 3Tell Notis to retrieve the relevant Asana projects and prepare a review from the details returned.
- 4Pick a recurring schedule, choose a report destination, and test with one real set of projects.
Questions about this workflow
Does this retrieve tasks inside projects?
No. The action retrieves project records, not their tasks.
Can it be limited to a team or workspace?
Yes. The action supports workspace, team, and archived status filters.
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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