Keep pending customer promises visible
Regularly revisit promises made in chat and give unfinished commitments a clear task.
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
A promise can remain in a chat history with no visible reminder that it still needs to be fulfilled.
- Review commitments that remain unresolved.
- Create tasks for promises needing action.
- Keep customer expectations from being lost in old conversations.
Setup
Build it in a few focused steps.
- 1Connect Blooio and Asana once in the Notis portal.
- 2Create an automation that finds pending customer promises in supplied data and creates tasks.
- 3Choose a Notis cron trigger and set the review schedule.
- 4Choose where run reports should go.
- 5Test with one real promise that is still pending.
Questions about this workflow
How does it know whether a promise is fulfilled?
Include fulfillment or resolution context in the supplied data so the automation can skip completed commitments.
Will it create a task for every promise?
Ask Notis to create tasks only for promises that remain pending and need action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blooio to Asana. A trigger fires from one place; an action lands in another.
Blooio 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 task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
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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.
Blooio and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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