Turn weekly transaction review into a short action list
Collect the distinct transaction cases that need follow-up and give each one a clear next step in Asana.
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
Transaction follow-ups can spread across alerts and notes, making it harder to see which cases still need action.
- Consolidate distinct cases into a focused review task.
- Call out missing context for a human to resolve.
- Avoid duplicating entries when the available data identifies repeats.
Setup
Build it in a few focused steps.
- 1Connect Blocknative and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the chosen period, deduplicate only where the returned data supports it, and create an Asana task listing distinct cases that still need follow-up.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real weekly review example.
Questions about this workflow
Can Notis know whether a case is already resolved?
Only if the available Blocknative or Asana data provides that information. Ask Notis to flag uncertain cases rather than infer resolution.
Will it create one task per transaction?
This workflow creates one review task listing distinct follow-up cases. If you want separate tasks, state that in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blocknative to Asana. A trigger fires from one place; an action lands in another.
Blocknative 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.
Blocknative and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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