Draft a client update when a task gets tagged
Turn the tag that signals external communication into a polished update draft, ready for review.
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
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Teams can forget to translate completed or noteworthy internal work into a clear client update.
- Create a repeatable client update draft from task details.
- Reduce manual translation from internal notes to external language.
- Keep a document ready for review when the tag is applied.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docugenerate once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to draft a client-safe update from task details when a relevant tag is added, using your Docugenerate template.
- 4Pick Asana Tag Added to Task as the trigger and choose where run reports go.
- 5Test with one real tagged task and review the generated update.
Questions about this workflow
Does the trigger provide the tag name?
Asana's tag event structure is inverted: the event parent contains the tag GID while the resource is the task. Provide tag context in your instruction if needed.
Is the generated update sent to the client?
This action generates a document. Review and share the resulting document through your normal process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docugenerate. A trigger fires from one place; an action lands in another.
Asana triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Attachment Added to Task
Triggers when an attachment is added to a task.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Comment on Task
Triggers when a comment is added to a task in a project.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
New Task Created
Triggers when a new task is created in a project.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
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.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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