Keep revenue context visible in project status
Put a concise recurring revenue readout where the team already checks project progress.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Why this helps
Teams often discuss revenue in one place and project status in another, leaving owners without shared context.
- Bring revenue context into the project status feed
- Give teammates a consistent place to find the latest readout
- Reduce manual status-writing overhead
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize the available Baremetrics revenue data for the period and publish it as a status update on the specified Asana project.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the summary is accurate and appropriately scoped.
Questions about this workflow
Can it compare revenue with last month?
Only if the needed current and prior period data is available in the supplied Baremetrics context. If not, provide the comparison values or leave out the comparison.
Does this create an update for any project automatically?
The instruction should identify the intended Asana project. The action creates a status update, so the project needs to be known to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Asana. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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