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Share one weekly update on contact enrichment

Give collaborators a predictable view of what the team learned and what still needs attention.

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

Repeated manual status writing makes it harder to keep collaborators informed about ongoing contact research.

  • Keep project stakeholders aligned on contact research.
  • Call out unresolved data gaps in one place.
  • Reduce repeated status-writing overhead.

Setup

Build it in a few focused steps.

  • 1Connect Bettercontact and Asana once in the Notis portal.
  • 2Create a named automation from Automations, New Automation.
  • 3Tell Notis which supplied enrichment results to summarize and which Asana project status update should receive the weekly progress and open issues.
  • 4Choose a weekly schedule and report destination.
  • 5Test with one representative set of results and review the status wording.

Questions about this workflow

Will the workflow fetch all Bettercontact activity from the week?

The described Bettercontact capabilities do not specify a history feed. Supply the results or identify an accessible source for them.

What should the status include?

Specify the progress measures, key findings, and unresolved issues you want included. Any baseline must be supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bettercontact to Asana. A trigger fires from one place; an action lands in another.

Bettercontact triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bettercontact and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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