Close the month with a goal progress retrospective
Summarize what moved, what stalled, and what needs attention in the project space used for execution.
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
Month-end reflection is valuable, but gathering progress and writing a useful project update can take too much effort.
- Make monthly progress easy to review with collaborators
- Capture wins and blockers while the period is fresh
- Create a consistent project history
Setup
Build it in a few focused steps.
- 1Connect Beeminder and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a clear prompt.
- 3Tell Notis: At month end, summarize the Beeminder progress and notes I specify into a project status update with wins, stalled goals, and next questions when that information is provided.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real period of goal information and verify the destination project.
Questions about this workflow
Can the retrospective calculate historical trends?
Only when the relevant history is available to Notis or supplied in the request. Missing baselines should be provided.
Does the workflow create a new project?
No. It posts a status update to the related existing Asana project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beeminder to Asana. A trigger fires from one place; an action lands in another.
Beeminder 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.
Beeminder and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Asana.