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Turn a documented risk into follow-up

Make a known risk visible as work, with enough context to decide what to do next.

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 task.

Why this helps

Risks noted in a document can remain invisible until they become urgent.

  • Surface documented risks on a recurring review.
  • Keep the reason for follow-up with the task.
  • Give a team a concrete point to investigate.

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 ask Cody for a documented business risk requiring follow-up and create one Asana task with the evidence and a review question, without inferring unsupported risk.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real example and review the task.

Questions about this workflow

Does this assess risk from live data?

It can only use information Cody can access. Add relevant sources to Cody or provide current context if needed.

What if no risk is documented?

Instruct the automation to report that no supported finding was available rather than creating a speculative task.

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.

TriggerScheduled

Add Followers to Task

Adds followers to a task and notifies them of updates.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Followers to Project

Adds project followers, who receive notifications when tasks are added.

ActionInstant

Add Supporting Relationship to Goal

Links a project, task, portfolio, or goal as support for a goal.

ActionInstant

Add task to section

Adds an existing task to a section.

ActionInstant

Add item to portfolio

Adds a project or supported item to a portfolio.

ActionInstant

Create Allocation

Creates an allocation of a user’s time to a task or project.

ActionInstant

Add Members to Project

Adds project members, who can view and contribute to the project.

ActionInstant

Create a project

Creates a project in a workspace.

ActionInstant

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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