Get ranked prospect insights when work moves forward
When a sales task reaches the section that signals qualification, bring relevant Autobound insights into the next decision.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Why this helps
Promising prospects can advance in a project while the useful company context remains scattered or undiscovered.
- Surface ranked insights at a meaningful point in the sales workflow.
- Reduce manual research before deciding on a next step.
- Use the task context to identify the prospect or company for insight generation.
Setup
Build it in a few focused steps.
- 1Connect Asana and Autobound once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to resolve the prospect or company identifiers from the task and request ranked Autobound insights when it advances.
- 4Pick Asana Task Moved to Section as the trigger and choose where run reports should go.
- 5Test with one real task move and review the returned insights.
Questions about this workflow
What starts this automation?
It starts when a task is moved to a section in an Asana project.
What does Autobound return?
The Generate Insights action retrieves ranked prospect or company insights after the relevant identifiers are resolved.
Do I select a section in a setup screen?
No. Choose the Asana event as the trigger, then describe in your instruction what task movement should mean for the outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Autobound. A trigger fires from one place; an action lands in another.
Asana triggers
Autobound actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Personalized Content
Tool to generate hyper-personalized sales content. Use after confirming contact and user details.
Attachment Added to Task
Triggers when an attachment is added to a task.
New Comment on Task
Triggers when a comment is added to a task in a project.
New Task Created
Triggers when a new task is created in a project.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Autobound, 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 Autobound.