Create a handoff packet from an updated task
Bring the task summary and supporting PDFs together into a handoff packet when work changes.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
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.
Why this helps
Handoff details and reference documents end up in separate places, making it harder to close the loop.
- Combine a generated summary with extra PDF pages.
- Make handoffs easier to prepare and review.
- Use task updates as a prompt to refresh documentation.
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 create a handoff PDF from updated task context and append relevant PDF files.
- 4Pick Asana Task Updated as the trigger and choose where run reports go.
- 5Test with one real task update and confirm the merged output.
Questions about this workflow
Can the workflow append non-PDF files?
The merge action is for additional PDF files. Use PDF inputs when you want extra pages appended.
Does it run for any task update?
It is triggered by a task update in a project. Describe the intended handoff outcome and validate with one real update.
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.
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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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