Create a project brief when an Asana task is created
Give every new project task a clear brief, without stopping to write one by hand.
Trigger
New Task Created
Triggers when a new task is created in a project.
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
Important task context gets scattered across descriptions and follow-up messages, leaving owners to reconstruct the plan.
- Standardize the context captured for new work.
- Reduce manual document drafting and task switching.
- Make generated document links available in run reports.
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 use the task details to generate a project brief from your chosen Docugenerate template.
- 4Pick Asana New Task Created as the trigger and choose where run reports go.
- 5Test with one real task and confirm the generated document is useful.
Questions about this workflow
What starts this workflow?
It runs when a new task is created in an Asana project.
Do I need to map task fields?
No. Describe in one instruction how Notis should use the task details and which Docugenerate template to use.
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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