Give unbilled Bonsai work a regular review
Bring unbilled work into a simple review task so the team can check what is ready and what still needs attention.
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
Unbilled work is easy to miss when delivery and billing records need separate manual review.
- Create a recurring checkpoint for supplied billing records.
- Make unbilled delivery visible for human review.
- Keep review work in the team's existing Asana workflow.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the Bonsai work records included in each scheduled request and create an Asana task for supplied unbilled items that require human billing review.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test with one real set of work records and verify the task includes the correct references.
Questions about this workflow
Does this send invoices?
No. It creates an internal review task and does not create or send a Bonsai invoice.
Can it identify whether work is billable?
Only use billable status when the supplied record or instructions clearly provide it. Unclear cases should be marked for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Asana. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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