Bring overdue prospect follow-ups back into view
Spot the follow-ups that have slipped and decide what still deserves attention.
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
Overdue prospect tasks are easy to ignore when the queue is noisy and validation context is elsewhere.
- Focus on overdue tasks connected to prospect work.
- Bring supplied validation context into the review.
- Make a clear decision about follow-up, deferral, or closure.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from your preferred channel.
- 3In one instruction, ask Notis to review relevant Asana tasks and summarize overdue prospect follow-ups using the Clearout information you supply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real set of tasks and confirm the overdue items are correctly identified.
Questions about this workflow
Does it change due dates or task status?
No. It reviews tasks and summarizes overdue work for a decision.
Can it tell whether an overdue lead is still worth pursuing?
Only using criteria and current evidence available in the task or supplied Clearout context.
What if task due dates are missing?
Tasks without due dates cannot be treated as overdue based on date alone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Asana. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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