See which card follow-ups still need attention
Get a scheduled view of open CardClan follow-up work without combing through every task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple tasks
Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed since`, and `modified since`; `workspace` also requires `assignee`.
Why this helps
Follow-up tasks can age quietly when there is no regular moment to notice what remains open.
- Surface open follow-up tasks on a predictable cadence
- Reduce the effort of scanning project work
- Make overdue or stalled next steps easier to notice when task data supports it
Setup
Build it in a few focused steps.
- 1Connect CardClan and Asana once in the Notis portal.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to periodically retrieve relevant Asana tasks and summarize open CardClan follow-ups, calling out only details present in the task data.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a real set of Asana follow-up tasks.
Questions about this workflow
Does this schedule read CardClan directly?
No CardClan read action or trigger is listed. This scheduled workflow reviews Asana tasks; use task names, descriptions, or project context to identify CardClan-related work.
Can it tell whether a card was actually sent?
Only if that information is recorded in the task data available to Asana. Notis cannot infer a send history that is not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CardClan to Asana. A trigger fires from one place; an action lands in another.
CardClan 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.
CardClan and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Asana.