Make every section change easier to hand off
When work moves to a new stage, give the next person a ready-to-read report with the context they need to continue.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
A task moving stages can trigger follow-up questions when the incoming owner cannot see the relevant context quickly.
- Create a shareable stage transition summary.
- Keep handoffs tied to the task that changed sections.
- Cut down on repeat status explanations.
Setup
Build it in a few focused steps.
- 1Connect Asana and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to generate a handoff report from the task context when it changes sections.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task move and review the generated report.
Questions about this workflow
Can the report explain why the task moved?
Only if that reason is present in the task data or you ask Notis to use another available source of context. Notis cannot infer missing history.
Does this assign the task to someone?
No. This workflow generates a Carbone report. It does not change Asana assignments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Carbone. A trigger fires from one place; an action lands in another.
Asana triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Attachment Added to Task
Triggers when an attachment is added to a task.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
New Comment on Task
Triggers when a comment is added to a task in a project.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
New Task Created
Triggers when a new task is created in a project.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
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.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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