Keep character context aligned with lead qualification
When a team marks a lead as qualified in Asana, update the relevant existing character's backstory with the new context you provide.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
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.
Why this helps
Qualification details can change while a character's conversation context stays stale, creating avoidable prep work.
- Prompts a timely refresh after a qualification milestone
- Keeps supplied lead context available to an existing character
- Reduces manual context maintenance
Setup
Build it in a few focused steps.
- 1Connect Asana and Convolo AI once in the Notis portal.
- 2Create an automation named Refresh qualified lead character context.
- 3Describe the outcome in one instruction: when a lead task moves to the qualification section, update the backstory of the identified existing Convolo AI character using the supplied new context.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task move and confirm the character ID and updated backstory.
Questions about this workflow
Does this create a new character?
No. The action updates the backstory of an existing character, so the instruction must identify that character.
Will the task move itself provide a full lead profile?
Not necessarily. Supply the context that should be added; do not rely on fields or history the event does not provide.
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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