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Notis

Capture introductions while they are fresh

Turn a clear introduction in a project thread into a contact record you can follow up with later.

Trigger

New Comment on Task

Triggers when a comment is added to a task in a project.

Action

Create Record

This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.

Why this helps

A promising introduction can get lost in a task discussion before anyone has time to add the person to Attio.

  • Capture clear introductions while the context is available.
  • Keep source task context with the new contact details when supported.
  • Report incomplete introductions for follow-up instead of guessing.

Setup

Build it in a few focused steps.

  • 1Connect Asana and Attio once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, ask Notis to create an Attio person only when a comment provides sufficient contact details, and report what is missing otherwise.
  • 4Choose the Asana New Comment on Task trigger and select where run reports should go.
  • 5Test with one real introduction comment and review the created person record.

Questions about this workflow

Will this create a person for every comment mentioning a name?

No. The prompt should require enough information to identify a contact and distinguish an introduction from a passing mention.

What if the comment lacks a needed contact detail?

Notis should report the missing detail for follow-up rather than inventing an email address or other attribute.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Asana to Attio. A trigger fires from one place; an action lands in another.

Asana triggers

Attio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Note

This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Record

This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

Delete Note

This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

Delete Record

This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Find Record

This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

Get Object Details

This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.

ActionInstant

Tag Added to Task

Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.

TriggerInstant

List Lists

This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

List Notes

This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).

ActionInstant

Connect any two apps with Notis in the middle.

Asana and Attio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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