Resurface customer conversations with open next steps
Bring quiet customer threads back into view when the last conversation left something unfinished.
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 conversation can go quiet while an agreed customer next step remains outstanding.
- Find quiet threads with unresolved next steps.
- Create a task with the context needed to continue.
- Help customer follow-up survive busy weeks.
Setup
Build it in a few focused steps.
- 1Connect Blooio and Asana once in the Notis portal.
- 2Create an automation that identifies stale conversations with unresolved next steps and creates tasks.
- 3Choose a Notis cron trigger and set the review schedule.
- 4Choose where run reports should go.
- 5Test with one real stale conversation that has open work.
Questions about this workflow
How does it define stale?
Set a time window in your instruction and make sure the supplied conversation data includes timestamps.
Will it follow up with the customer automatically?
No. It creates an Asana task so a person can review and continue the conversation.
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.
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.
Blooio and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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