Turn customer questions into owned investigation work
Capture the question, what the company already knows, and the follow-up needed to get a reliable answer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task in asana with specific details
Creates a new task.
Why this helps
Customer questions can trigger repeated internal searching and unclear ownership for follow-up.
- Keep the customer question and research context together.
- Create a trackable investigation when an answer needs work.
- Reduce repeated internal searches.
Setup
Build it in a few focused steps.
- 1Connect Cody and Asana once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to use the incoming customer question, ask Cody for relevant company knowledge, and create an Asana investigation task only when a follow-up is needed or the answer remains unresolved.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real question and review the resulting task.
Questions about this workflow
Will it answer the customer directly?
No. This workflow creates an internal Asana investigation task for follow-up.
What if company knowledge already answers the question?
The instruction can ask Notis to report the answer without creating a task when no follow-up is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Asana. A trigger fires from one place; an action lands in another.
Cody triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Adds followers to a task and notifies them of updates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Followers to Project
Adds project followers, who receive notifications when tasks are added.
Add Supporting Relationship to Goal
Links a project, task, portfolio, or goal as support for a goal.
Add task to section
Adds an existing task to a section.
Add item to portfolio
Adds a project or supported item to a portfolio.
Create Allocation
Creates an allocation of a user’s time to a task or project.
Add Members to Project
Adds project members, who can view and contribute to the project.
Create a project
Creates a project in a workspace.
Connect any two apps with Notis in the middle.
Cody and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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