Clear stale prospect follow-ups with a monthly review
Give your prospect list a regular reset so old possibilities stop taking up attention without a clear reason to stay open.
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
Unreviewed prospects can accumulate as low-grade mental clutter and obscure the work that still matters.
- Create a regular point to close or renew follow-ups
- Make stale work easier to notice
- Keep the active prospect queue more intentional
Setup
Build it in a few focused steps.
- 1Connect Blitz API and Asana once in the Notis portal.
- 2Create an automation and describe the monthly prospect cleanup task.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where you want run reports to go.
- 5Test one run with relevant prospect context and review the task.
Questions about this workflow
Will it close Asana tasks automatically?
No. This workflow creates a review task. The listed action does not complete or delete other tasks.
What if the automation lacks a full prospect list?
Provide the relevant context or ask the task to prompt a manual review of the list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Asana. A trigger fires from one place; an action lands in another.
Blitz API triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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.
Blitz API and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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