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See which open lead tasks deserve attention

Start your review with a focused view of open work and the company context that can help move it along.

Trigger

Recurring schedule

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

Action

Get multiple tasks

Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed since`, and `modified since`; `workspace` also requires `assignee`.

Why this helps

A long list of open tasks makes it hard to spot which leads need research or a timely next step.

  • Bring company context into a recurring review of open work.
  • Spot missing qualification evidence or a clear next action.
  • Spend less time scanning tasks one by one.

Setup

Build it in a few focused steps.

  • 1Connect Bigpicture io and Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to review open Asana lead tasks, research relevant companies with Bigpicture, and summarize actionable gaps or next steps.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real review and confirm the summary reflects available task and research data.

Questions about this workflow

What data can this review use?

It can use open task details available from Asana and company findings available through Bigpicture. Ask it to identify any missing information rather than assume it.

Can it decide who owns a follow-up?

The summary can reference assignee details when available. Have the prompt flag tasks without a clear owner instead of inventing one.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Bigpicture io 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.

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

When this happens · Trigger

Do this · Action

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