Turn role setup tags into Brex job titles
Keep role setup attached to the work that signals a new title is needed.
Trigger
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.
Action
Create Job Title
Create a new job title.
Why this helps
A role can be agreed in project work but remain absent from the Brex account's job title list.
- Start title setup from a deliberate tag.
- Keep the task that signals the change available for context.
- Avoid duplicate or guessed job titles.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for job title setup.
- 3Tell Notis which tag signals an approved new title, what title details to use, and to check for duplicates before creating it.
- 4Pick Asana's Tag Added to Task trigger and choose where run reports should go.
- 5Test with one real task receiving the designated tag.
Questions about this workflow
How can Notis distinguish the tag from the task?
Asana's tag event uses the task as the resource and the tag as the parent. Instruct Notis to identify the added tag from the parent information.
Will this create a title for any added tag?
No. Specify the exact tag that signals an approved new title and have Notis report existing matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Brex. A trigger fires from one place; an action lands in another.
Asana triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Department
Create a new department.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Expense
Create a new expense.
New Task Created
Triggers when a new task is created in a project.
Create Location
Create a new location.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Job Title
Create a new job title.
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.
Create User
Create a new user in the brex account.
Task Updated
Triggers when a task is updated in a project.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Asana and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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