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Bring contract progress into Asana project updates

Give project collaborators a concise view of contract progress and blockers without making them chase a separate status report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Project Status Update

Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.

Why this helps

Project status can miss contract dependencies when signing progress lives outside the team's regular update.

  • Summarize contract progress in the project status feed.
  • Surface blockers when they are present in the available data.
  • Give collaborators a recurring view of contract dependencies.

Setup

Build it in a few focused steps.

  • 1Connect BoldSign and Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3Ask Notis to summarize available BoldSign contract statuses and create an Asana project status update with progress and blockers.
  • 4Choose the recurring schedule trigger and select where run reports should go.
  • 5Test with one real status set and review the published update.

Questions about this workflow

Does the workflow know which Asana project to update?

Name the project or supply a reliable project reference in the instruction or run context.

Will the update include historical progress trends?

Only if prior status data or a baseline is available to Notis. Otherwise, it can summarize the current data provided for that run.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Boldsign to Asana. A trigger fires from one place; an action lands in another.

Boldsign triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Boldsign and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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