Keep contract exceptions visible in Asana each week
Collect the requests that need attention into one recurring note where the team can follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task comment
Adds a new text comment (story) to an existing asana task, appearing in its activity feed.
Why this helps
Small contract exceptions are easy to overlook when each one appears in a separate status check.
- Gather attention-needed requests into one comment.
- Include document identifiers and available statuses for quick triage.
- Give the team a consistent place to review open contract exceptions.
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.
- 3Describe the exception criteria and ask Notis to post a concise summary with available document references to the chosen Asana task.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real status snapshot and check the summary for missing context.
Questions about this workflow
What counts as an exception?
Specify your criteria in the instruction, such as requests explicitly marked as needing follow-up. Notis should not assume an overdue threshold that is not supplied.
Will the summary replace older comments?
This action adds a comment. Tell Notis whether to post a new dated summary each run and provide a stable task reference.
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.
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.
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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.
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.
Boldsign and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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