Catch missing handoff details before work starts
Use a simple review to find proposals that need context filled in before delivery begins.
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
Teams can lose time asking for missing scope or client details after work has already started.
- Find gaps using a checklist your team defines.
- Create focused tasks to resolve missing information.
- Avoid treating unavailable data as a confirmed omission.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to compare available proposal details with your stated handoff checklist and create review tasks for confirmed gaps only.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real proposal and inspect each flagged detail.
Questions about this workflow
Can Notis know what information is required?
Your instruction needs to name the handoff details your team requires.
What if a field is not available to Notis?
Have it mark the information as unavailable and avoid claiming the proposal is incomplete based on that alone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Asana. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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