Make project progress easy to recall
Give a relationship record a readable note when a task changes stage, so you can pick up the story later.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
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.
Why this helps
A task's new section shows where work moved, but its impact on a customer or partner can be hard to remember later.
- Keep a concise progress summary in relationship context.
- Make section changes easier to understand than a bare status label.
- Report when the task lacks enough context for a useful summary.
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 summarize the task's section transition and available impact context in a note on the clearly matched Attio record, reporting missing context.
- 4Choose the Asana Task Moved to Section trigger and select where run reports should go.
- 5Test with one real section transition and confirm the summary is useful and accurate.
Questions about this workflow
Can Notis infer customer impact from a section name?
The prompt should ask it to summarize only what task context supports. If impact is not stated or otherwise available, it should note that the impact is unclear.
Does this replace the Attio record's status?
No. This workflow creates a note with context about the transition; it does not update a record field.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
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.
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.
Task Updated
Triggers when a task is updated in a project.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
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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