Prepare a project overview for your scorecard review
Gather the project context you need before switching into strategy review mode.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple projects
Returns a list of projects, optionally filtered by workspace, team, or archived status, supporting pagination for large datasets.
Why this helps
Reviewers can spend time opening projects one by one to remember what is active and relevant.
- Retrieve projects within an explicitly supplied scope.
- Prepare an overview before a strategy review.
- Reduce context switching across project pages.
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 project review prep.
- 3In one instruction, ask Notis to retrieve projects in the supplied workspace or team scope and summarize available context relevant to your scorecard review.
- 4Choose a recurring Notis schedule and select a channel for run reports.
- 5Test with a known scope and confirm the projects included.
Questions about this workflow
Can it select a workspace or team without being told?
The retrieval needs a workspace or team scope. Supply the appropriate scope in the instruction or available context.
Does the project list include all task details?
No. This action retrieves projects, not the tasks inside them. The summary should stay within the returned project details.
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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