Prepare for calls with a focused Asana work review
Start a conversation with the relevant open work in view, so you can skip searching through projects at the last minute.
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
Founders often enter calls without remembering which open tasks, blockers, or promises matter to the conversation.
- Bring relevant open work into call preparation.
- Reduce last-minute context switching.
- Use only Asana tasks and call context available to the automation.
Setup
Build it in a few focused steps.
- 1Connect Asana and Bland AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to retrieve and summarize open Asana work relevant to the call context you supply.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real call context and verify the summary uses current Asana tasks.
Questions about this workflow
Does this trigger when a Bland AI call is scheduled?
No. This workflow runs on a recurring Notis schedule; supply call context in the instruction or available input.
Can it retrieve every task in Asana?
The task search action supports filters such as project, section, assignee, and modification time, so scope the review to relevant work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bland AI to Asana. A trigger fires from one place; an action lands in another.
Bland AI 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.
Bland AI and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Asana.