Move entity research into diligence follow-up
Convert a specific entity question into a clear task that carries the relevant facts and what still needs checking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Entity research can generate useful leads without making it clear who should follow up or what remains unverified.
- Capture a diligence question as owned work in Asana.
- Keep supporting facts and unresolved checks with the task.
- Reduce the chance that research leads are dropped.
Setup
Build it in a few focused steps.
- 1Connect Bigdata.com MCP and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which entity and diligence question to research and to create an Asana task summarizing supported findings and the next verification step.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real entity research question and review the task.
Questions about this workflow
Can this workflow make a diligence decision?
Use it to organize evidence and follow-up. Ask Notis to label unknowns clearly and leave decisions to your team.
What information should I include in the request?
Provide the entity and the diligence question, plus any context the research should take into account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigdata.com MCP to Asana. A trigger fires from one place; an action lands in another.
Bigdata.com MCP 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.
Bigdata.com MCP and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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