Spot purchase follow-ups that need attention
Let Notis scan the task data you choose and create a review task when carbon removal follow-ups may need a nudge.
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-ups can slip when status checks require opening multiple tasks and comparing dates by hand.
- Bring aging work into a focused review
- Reduce repeated manual task checks
- Use task details available in Asana for triage
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 review the specified Asana task list and create a review task summarizing carbon removal follow-ups that meet your stated criteria.
- 4Pick a recurring schedule, choose where run reports go, and save the automation.
- 5Test with one real task review and confirm the summary reflects available task data.
Questions about this workflow
Can it tell whether a task is stale?
It can apply criteria you specify using available task fields. A baseline or history not available in the task data must be supplied by you.
Does this workflow fetch Cdr platform data?
The chosen Asana action retrieves task data. If the triage depends on Cdr platform order details, ensure those details are provided to Notis for the run.
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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