Never Miss a Client Follow-Up
When you add a client meeting to Google Calendar, Notis creates a follow-up task in Asana due 24 hours after the meeting. No more letting client work drift or missing the 'send summary' window.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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
You have a client call, things go well, and then you forget to send a summary or confirm next steps because you moved on to the next meeting. Clients feel neglected and relationships drift because of weak follow-up.
- Never miss a client follow-up because the task is automated and visible in Asana
- Strengthen client relationships by consistently sending timely summaries
- Reduce the mental load of remembering which clients need follow-ups
- Create a predictable rhythm for client communication
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Asana to Notis.
- 2Tell Notis: 'When I schedule a client meeting in Google Calendar, create a follow-up task in Asana due the next day with a template: send meeting summary, confirm action items, schedule next check-in.'
- 3Notis will create the follow-up task automatically and set the due date based on meeting time.
- 4Test by scheduling a client meeting and verifying the follow-up task appears in Asana.
- 5Optional: Customize the follow-up template to match your client communication style (e.g., 'Send deck, confirm budget, next steps').
Questions about this workflow
How does Notis know which meetings are client calls?
By calendar name, attendee domains, or keywords in the event title. Tell Notis your rules (e.g., 'Any meeting with @client.com email').
Can I adjust the follow-up timing (1 day, 2 days, same day)?
Yes. Tell Notis your preferred follow-up window.
What if I already sent the follow-up? Can I delete or mark the task complete?
Yes, manually. Or tell Notis to delete the task if you mark it complete in Asana.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Asana. A trigger fires from one place; an action lands in another.
Google Calendar triggers
Asana actions
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
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.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Event Updated
Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.
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.
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When this happens · Trigger
Do this · Action
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