Give managers time to prepare for probation reviews
Turn an upcoming review date into a clear reminder to gather work-relevant examples and plan a conversation.
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
Review dates can arrive before managers have gathered the context they need for a fair, useful conversation.
- Surface review dates before they become urgent.
- Create a consistent manager preparation prompt.
- Keep review preparation visible in Asana.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Asana once in the Notis portal.
- 2Create an automation named for probation review preparation.
- 3Tell Notis to find employees with probation review dates within the chosen lead time and create an Asana preparation task for the manager.
- 4Choose a Notis recurring schedule and select where run reports should go.
- 5Test with one real review date and check that the task contains only appropriate work context.
Questions about this workflow
Does it make or recommend an employment decision?
No. It creates a preparation task only. A manager must make any review judgment using the proper process and evidence.
Can it include a review score?
Only if your team provides an approved source for that information. The workflow should not infer a score from the employee record or date.
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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