Make strategy review preparation easier to remember
Put the next review on the task list with a simple preparation prompt.
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
Review preparation can get crowded out by day-to-day work when there is no visible task to anchor it.
- Create a visible preparation task on a chosen cadence.
- Keep review preparation out of working memory.
- Use the task description to list only agreed preparation steps.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for review preparation.
- 3In one instruction, ask Notis to create an Asana task that prompts you to prepare the next scorecard review, using only details you provide.
- 4Choose a recurring Notis schedule and select a channel for run reports.
- 5Test one task and review its wording and destination.
Questions about this workflow
Will the task include current KPI results?
Only if current results are available to the run or supplied in context. The workflow can still create a preparation task without inventing performance data.
Can the schedule match my review cadence?
Yes. Choose the recurring schedule when setting up the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Asana. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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