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Give tagged Asana tasks a Cody triage thread

Use task tags as a signal to start the right investigation, with Cody ready to help sort through the context.

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 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.

Why this helps

Tagged tasks can mark special handling, but the reason for the tag and the next move may still require manual triage.

  • Start investigation when a task receives a tag
  • Make the tag and task context available for triage
  • Reduce the chance that special handling tasks stall

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 start a Cody conversation to triage the task when a tag is added, including the tag context available.
  • 4Pick Asana's Tag Added to Task trigger and choose where run reports should go.
  • 5Test with one real tagged task and check that the tag context is clear.

Questions about this workflow

How does Notis identify the tag?

For Asana tag events, the resource is the task and the parent is the tag, so parent.gid gives the tag GID.

Can the conversation focus on a specific Cody bot?

The Create Conversation action creates a conversation with a specified bot. Select the bot appropriate for your triage instruction.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

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.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

Delete Conversation

Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.

ActionInstant

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.

TriggerInstant

Delete Document

Tool to delete a document by id. Use when removing a document that is no longer needed.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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.

ActionInstant

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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