See the projects inside your community portfolio
Get a recurring summary of the portfolio items relevant to your work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Portfolio Items
Retrieve items in a portfolio. use this to get a list of projects or other portfolios contained within a specific portfolio.
Why this helps
Project relationships are harder to follow when portfolio contents require repeated manual checking.
- See portfolio contents in one scheduled summary.
- Make project relationships easier to review.
- Reduce repetitive portfolio navigation.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Asana once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the outcome: retrieve items from the identified Asana portfolio and summarize project information needing attention.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real portfolio and check the returned items.
Questions about this workflow
What does this action retrieve?
It retrieves items contained in a specified portfolio, such as projects or other portfolios.
Can it include project task details?
No. The action returns portfolio items. Task details require a separate task retrieval action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Asana. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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