Share a proposal pipeline snapshot with the team
Bring the current proposal picture into the project space your team checks.
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
Pipeline context can stay in one person's head or require everyone to check proposals individually.
- Share a concise view of available proposal status.
- Give project collaborators a common reference.
- Flag data gaps rather than filling them in.
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 summarize available proposal status information and post a project status update to the designated Asana project.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the summary against the source data.
Questions about this workflow
Does this report revenue forecasts?
Only if those values are available and your instruction defines how to summarize them.
What if a status or count is unavailable?
Instruct Notis to call out missing data instead of estimating it.
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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