Stay Audit-Ready: Automated WhatsApp Notifications for Compliance Tasks
A task gets tagged 'audit-required' in Asana. Notis immediately alerts your compliance lead on WhatsApp so they can schedule a review before the deadline.
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
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Compliance and audit tasks can be overlooked if they're not actively monitored. Missed audits create risk and last-minute scrambles.
- Instant audit and compliance alerts
- Proactive task tracking
- Reduced missed reviews
- Better regulatory compliance
Setup
Build it in a few focused steps.
- 1Connect Asana and WhatsApp to Notis.
- 2Create an automation: 'When a task is tagged audit-required, send a WhatsApp message to the compliance lead with task details and deadline.'
- 3Notis will confirm the recipient and message template.
- 4Test by tagging a task as audit-required and observing the WhatsApp notification.
Questions about this workflow
Can I adjust the alert based on task priority?
Yes. Tell Notis: 'if the audit task is also marked urgent, send to both the compliance lead and me' or 'send a more detailed message for high-priority audits.'
What if multiple audits are tagged in one day?
You get individual alerts by default. Prefer a daily summary? Tell Notis: 'send one audit summary message each morning at 8 AM.'
Can I track which audits have been completed?
Notis can send follow-up reminders if the task isn't moved to a Completed section by a certain date. Set up a reminder automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Whatsapp. A trigger fires from one place; an action lands in another.
Asana triggers
Whatsapp actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
New Task Created
Triggers when a new task is created in a project.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
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.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Task Updated
Triggers when a task is updated in a project.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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