Structured Quarterly Planning and Reviews
Every quarter, Notis creates a goal review checkpoint in Asana so you and your team assess progress and reset priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Goal Relationships
Tool to retrieve goal relationships. use when you need to get the relationships associated with a specific goal in asana.
Why this helps
Quarterly reviews are ad-hoc—you skip them or do them half-heartedly because setting them up is friction-heavy.
- Scheduled review cadence
- Prevents goal drift
- Team alignment is systematic
- Priorities stay fresh
Setup
Build it in a few focused steps.
- 1Connect Asana to Notis.
- 2Create automation: 'Quarterly Goal Review'. Set trigger to 'Quarterly: First day of each quarter at 9 AM'.
- 3Tell Notis: 'Every quarter, create a goal in Asana: Q[N] Review—Assess progress on all active goals, flag blockers, set top 3 priorities for next quarter.'
- 4Set notification channel.
- 5The automation will run on the first day of next quarter and create the review goal.
Questions about this workflow
Can I customize which goals get reviewed?
Yes. Filter by team, department, or initiative to focus the review on what matters most.
Can the review goal include previous quarter's results?
Absolutely. Notis can pull in last quarter's goals and completion status to show progress.
What if we're not ready to review on the first day of quarter?
Adjust the timing to day 3, day 5, or a specific date that fits your cycle.
Can we attach strategy docs or learning summaries?
Yes. The review goal is a container for attachments, discussions, and updates—team can build out the full retrospective.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Asana. A trigger fires from one place; an action lands in another.
Hubspot triggers
Asana actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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When this happens · Trigger
Do this · Action
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