Start each quarter with a clear review task
Make quarterly carbon removal review work visible in Asana, with the available Cdr platform context ready to begin.
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
Quarterly reviews are harder to start when the work and source context are not collected in one place.
- Create a consistent quarterly review starting point
- Bring available source context into the task
- Make recurring analysis visible to the team
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a quarterly Asana task to review the available removal data, order activity, and sustainability reporting context.
- 4Pick a quarterly schedule, choose where run reports go, and save the automation.
- 5Test with one real review period and confirm the task gives the reviewer a useful starting point.
Questions about this workflow
Can it calculate year-over-year progress?
Only when Notis can access the prior period data or you provide it. Otherwise the task can include the current available context.
Can the team set review criteria?
Yes. Include the measures and questions your team wants in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Asana. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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