Save important Asana task transitions in Cody
A move into a decision or delivery stage can hold useful context. Capture the milestone in Cody so it is easier to find later.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Why this helps
Meaningful project changes are easy to lose in task histories and become hard to reuse when the next decision comes around.
- Preserve stage changes as searchable knowledge
- Make important task transitions easier to reference
- Cut down on manual status recap writing
Setup
Build it in a few focused steps.
- 1Connect Asana and Cody once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3In one instruction, ask Notis to create a Cody document recording the task and its new section as a project update.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task move and review the resulting document.
Questions about this workflow
Can I limit this to particular section moves?
Notis triggers on the listed Task Moved to Section event and does not use field mapping filters. You can describe the intended outcome in your instruction.
What should the document contain?
Tell Notis which available task details and project context to include. Do not assume data that the event does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Cody. A trigger fires from one place; an action lands in another.
Asana triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
New Task Created
Triggers when a new task is created in a project.
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
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.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Task Updated
Triggers when a task is updated in a project.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
Asana and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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