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Keep Asana account tasks current with Clay reviews

Bring the latest available account context into the work already underway.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create task comment

Adds a new text comment (story) to an existing asana task, appearing in its activity feed.

Why this helps

Existing account tasks become stale when new research stays separate from the work record.

  • Refresh existing task context from scheduled reviews.
  • Keep useful findings attached to the related work.
  • Avoid creating a new task for every review.

Setup

Build it in a few focused steps.

  • 1Connect Clay and Asana once in the Notis portal.
  • 2Create an automation in Notis and describe how to find relevant tasks and summarize new account context.
  • 3Choose a recurring Notis cron trigger and set its schedule.
  • 4Choose where Notis run reports should go.
  • 5Test with one real account and its existing Asana task.

Questions about this workflow

Can it compare the latest review with a previous baseline?

Only if historical data or a baseline is available in Clay or otherwise supplied. The workflow cannot assume missing history.

What happens when no matching task exists?

State in the prompt how to handle unmatched records. This workflow's Asana action adds a comment to an existing task.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clay to Asana. A trigger fires from one place; an action lands in another.

Clay triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Clay and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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