Catch proposals before they expire
A short scheduled check can keep open proposals from quietly going stale.
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
Founders often remember proposal expiry only after the follow-up window has passed.
- Make upcoming proposal deadlines visible in Asana.
- Give each follow-up a clear owner or next step when known.
- Reduce last-minute status checks.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to check open proposals nearing expiry and create an Asana follow-up task with the client, expiry date, and proposal link when available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real proposal that is nearing expiry and confirm the task details.
Questions about this workflow
How often can this check run?
Choose a recurring schedule that suits your follow-up process. Notis will check the available Bidsketch proposal data when it runs.
Will it assign a task automatically?
Only when your instruction and available Bidsketch or Asana context identify an appropriate assignee. Otherwise, the task can be left unassigned for triage.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Asana. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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