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Notis

Check Available Document Folders When Work Is Tagged

A tag can mark work for a document-related process. Have Notis fetch Docupilot's folders so you can review the available workspace context.

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

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

Why this helps

A tagged task can need document organization, but it is hard to know which folders already exist without switching tools.

  • Fetch the current Docupilot folder list in response to a task tag.
  • Reduce context switching when reviewing document organization.
  • Use real workspace folders as context for follow-up decisions.

Setup

Build it in a few focused steps.

  • 1Connect Asana and Docupilot once in the Notis portal.
  • 2Create an automation and describe what folder information you want reviewed when work is tagged.
  • 3Pick the Asana Tag Added to Task trigger.
  • 4Choose where Notis should send run reports.
  • 5Test by adding a tag to one real task and review the folder list in the report.

Questions about this workflow

Can the automation identify which tag was added?

For Asana tag events, the parent is the tag and the resource is the task. The tag GID is in parent.gid; verify that your instruction can use the event details available.

Does this create or change any folders?

No. This workflow uses the List all folders action to retrieve available folders for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Asana to Docupilot. A trigger fires from one place; an action lands in another.

Asana triggers

Docupilot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Docupilot Folder

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

List all folders

Tool to list all folders. use after authentication to fetch available workspace folders.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

Get Authenticated User

Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

TriggerInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

Connect any two apps with Notis in the middle.

Asana and Docupilot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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