Share the client meeting outlook with your project team
Keep upcoming client conversations visible alongside the project status, so the team can plan around them together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Why this helps
Client conversations can shape project plans, but their timing and context may stay hidden in one person's calendar.
- Give the project team a shared view of upcoming client conversations.
- Bring relevant supplied context into project planning.
- Reduce manual calendar summaries before the week begins.
Setup
Build it in a few focused steps.
- 1Connect Calendly and Asana once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to review upcoming client meetings and add a concise outlook to the specified Asana project's status update, using only supplied context.
- 4Choose a recurring schedule trigger and the channel for run reports.
- 5Test with one upcoming week and review the project update.
Questions about this workflow
How does Notis know which meetings are client meetings?
Use booking context, invitee details, or explicit criteria in your instruction.
Can it include account risks or decisions?
Only if those details are supplied to Notis. Calendly booking data may not contain project history or meeting outcomes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendly to Asana. A trigger fires from one place; an action lands in another.
Calendly 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.
Calendly and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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