Give every new lead callback a ready opener
When a new lead task appears in Asana, have Convolo AI suggest a clear, relevant way to start the conversation.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
Why this helps
A lead task can sit untouched while someone has to switch tools and think up the first words for a callback.
- Reduces time spent drafting an opening line
- Helps teams respond to new lead tasks consistently
- Keeps callback preparation close to the task workflow
Setup
Build it in a few focused steps.
- 1Connect Asana and Convolo AI once in the Notis portal.
- 2Create an automation named Prepare lead callback openers.
- 3Describe the outcome in one instruction: when a new lead task is created, generate suitable starter conversation suggestions for the relevant Convolo AI character.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real lead task and review the suggested openers.
Questions about this workflow
Does this place a call to the lead?
No. It generates starter conversation suggestions using the Convolo AI action; it does not initiate a call.
What should the Asana task include?
Include the lead context needed for useful opening suggestions. Do not assume the trigger provides details that are absent from the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Convolo ai. A trigger fires from one place; an action lands in another.
Asana triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Define or Update Character Actions
Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.
Attachment Added to Task
Triggers when an attachment is added to a task.
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
New Comment on Task
Triggers when a comment is added to a task in a project.
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
New Task Created
Triggers when a new task is created in a project.
Get Character Response
Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.
Task Moved to Section
Triggers when a task is moved to a section in a project.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
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.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
Task Updated
Triggers when a task is updated in a project.
Update Character Backstory
Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.
Connect any two apps with Notis in the middle.
Asana and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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