Prepare Document Space as Asana Work Advances
A task's new section can signal that the next phase is starting. Have Notis create a Docupilot folder when that transition calls for a new document home.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Work changes stages, but the document setup needed for the next phase is easy to forget.
- Tie folder setup to a task's progress through a project.
- Create a distinct document home for a new phase of work.
- Avoid relying on someone to remember the folder setup during a handoff.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docupilot once in the Notis portal.
- 2Create an automation in Notis and describe when a section change should lead to a folder.
- 3Pick the Asana Task Moved to Section trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real task moved to a section and review the Docupilot result.
Questions about this workflow
Can this create a folder for a specific phase?
Describe the stage-specific outcome in your instruction and test it with a task moved to the relevant section.
Does the trigger include the destination section?
The event indicates a task was moved to a section. Test with a real task to confirm the information available for your workflow.
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.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Attachment Added to Task
Triggers when an attachment is added to a task.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
New Task Created
Triggers when a new task is created in a project.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Task Updated
Triggers when a task is updated in a project.
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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