Review chatbot follow-ups against Asana work
Use one scheduled check to see which customer follow-ups already have visible work in Asana.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple tasks
Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed since`, and `modified since`; `workspace` also requires `assignee`.
Why this helps
A busy team can lose track of whether chatbot follow-ups were captured and still need attention.
- Review a relevant task list in Asana on a recurring cadence.
- Surface follow-ups that may need attention based on supplied conversation data.
- Reduce the need to manually compare inbox context with task lists.
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the follow-up review.
- 3Tell Notis which supplied conversation data to compare and what relevant Asana tasks to retrieve and summarize.
- 4Choose the notis_cron trigger, set the schedule, and choose where run reports should go.
- 5Test with one real review sample and confirm the data includes enough detail to identify the follow-ups.
Questions about this workflow
Can this find a matching task automatically?
Notis can analyze the returned Asana task data and conversation information supplied to the run. If a reliable matching key is needed, include it in the supplied information.
What does the Asana task lookup support?
The listed action retrieves multiple tasks and supports filters such as project, section, assignee, and modified time, subject to its required parameters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Asana. A trigger fires from one place; an action lands in another.
BotPenguin 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.
BotPenguin and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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