Turn a new Asana task into a document workflow
Capture document automation requests where your team already tracks work, then start the setup without losing the details.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Why this helps
Document workflow requests buried in project tasks are easy to miss or postpone.
- Keep document automation requests tied to the Asana task that prompted them.
- Reduce manual handoffs between project planning and document setup.
- Use the task details to describe the desired workflow to Notis.
Setup
Build it in a few focused steps.
- 1Connect Asana and DocsAutomator once in the Notis portal.
- 2Create an automation by telling Notis the document workflow to set up.
- 3Describe how a new project task should become a DocsAutomator automation request.
- 4Pick Asana's New Task Created trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this create the DocsAutomator automation automatically?
The available action creates an automation, but its required data source and optional Google Doc template must be specified in the instruction. Supply those details in your request.
Can I use this for PDF templates?
PDF templates must be uploaded through the DocsAutomator app interface.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docsautomator. A trigger fires from one place; an action lands in another.
Asana triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Attachment Added to Task
Triggers when an attachment is added to a task.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
New Task Created
Triggers when a new task is created in a project.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
Task Moved to Section
Triggers when a task is moved to a section in a project.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
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.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Task Updated
Triggers when a task is updated in a project.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Asana and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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