See What Is Inside an Asana Portfolio
Get a quicker view of the projects and other portfolios grouped under a selected portfolio.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Portfolio Items
Retrieve items in a portfolio. use this to get a list of projects or other portfolios contained within a specific portfolio.
Why this helps
Portfolio contents can be difficult to scan when you have to open and inspect each item separately.
- Collect portfolio items for one review.
- Summarize returned item details for easier scanning.
- Reduce time spent navigating portfolio contents.
Setup
Build it in a few focused steps.
- 1Connect Apipie AI and Asana once in the Notis portal.
- 2Create an automation in the portal or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve items for a specified portfolio and summarize the returned projects or portfolios.
- 4Choose the notis_cron trigger and set the schedule; provide the portfolio reference.
- 5Choose a report channel, then test with one real portfolio.
Questions about this workflow
Does this return every task within those projects?
No. It retrieves items in a portfolio, such as projects or other portfolios.
Can it report portfolio health?
Only when relevant health or status details are returned or provided. This action retrieves portfolio items.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apipie ai to Asana. A trigger fires from one place; an action lands in another.
Apipie ai 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.
Apipie ai and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Asana.