Make CloudPDF client deliverable checks part of the routine
Keep client-facing PDFs in view with a simple recurring task.
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
Client deliverables can be missed in routine quality checks when nobody owns a regular review.
- Prompt regular review of client deliverables.
- Keep quality checks visible in Asana.
- Name the relevant client or document set in the task instruction.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a recurring Asana task to review the CloudPDF client deliverables you identify.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example naming the deliverable set and review purpose.
Questions about this workflow
Will this inspect deliverable quality automatically?
No. It creates a task to prompt your team to review the deliverables.
Can different clients have separate routines?
Create separate automations when the schedules or document scopes differ meaningfully.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Asana. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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