Give external meetings a clear next step
A small follow-up task can keep important customer and partner conversations from fading into the calendar.
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
External conversations can create promises and next steps that get buried among routine internal meetings.
- Keep external relationship follow-ups visible.
- Use criteria you choose to avoid cluttering the task list.
- Capture a next step before the conversation is forgotten.
Setup
Build it in a few focused steps.
- 1Connect Cal and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for external meeting follow-ups.
- 3Tell Notis how to identify external meetings from available event details and create an Asana task with the stated next step.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real external meeting.
Questions about this workflow
How can it identify an external meeting?
Specify the reliable indicators available in your event details, such as attendee domains or an event label. If those are not present, provide another source or criterion.
Will it create a task for every external meeting?
Set your own conditions in the instruction, such as only meetings with a stated commitment or follow-up.
Can it assign a person?
You can request an assignee when the available data identifies the person clearly; otherwise have Notis leave it unassigned and mention the gap.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cal to Asana. A trigger fires from one place; an action lands in another.
Cal 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.
Cal and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Asana.