Make manager transitions easier to coordinate
Give a reporting-line change a clear follow-up so the employee and both managers know what work needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
A manager change can affect priorities and approvals, yet the team may not have a shared handoff plan.
- Create a visible coordination point for reporting changes.
- Prompt a clear conversation about priorities and open work.
- Reduce confusion during manager transitions.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Asana once in the Notis portal.
- 2Create an automation named for manager transition handoffs.
- 3Tell Notis to compare the supplied or accessible manager assignment details and create an Asana handoff task when a change is identified.
- 4Choose a Notis recurring schedule or webhook trigger and select where run reports should go.
- 5Test with one real, authorized manager change and review the task details.
Questions about this workflow
Can Notis see historical manager changes?
Only if the relevant history is available through the connected BambooHR data. If it is not, provide the change details in the webhook request.
Does this assign the Asana task to the new manager?
The workflow creates a task. Ask Notis to include the manager details in the task text; assignment depends on supported fields and an available Asana user identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Asana. A trigger fires from one place; an action lands in another.
Bamboohr triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Bamboohr and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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