Weekly Deal Pipeline Health Check
Every Monday morning, Notis creates a goal in Asana to review your deal pipeline, pulling key metrics from Hubspot so you're always informed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Goals
Tool to retrieve multiple goals. use when you need to get a list of goals, optionally filtered by workspace, team, portfolio, project, time period, or archived status.
Why this helps
Pipeline reviews are postponed because setting up the agenda and pulling data is friction-heavy—visibility gaps appear before you notice.
- Scheduled pipeline visibility
- Automated metric collection
- Prevents oversight and surprises
- Keeps leadership aligned
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Create automation: 'Weekly Deal Review'. Set trigger to 'Weekly: Every Monday at 9 AM'.
- 3Tell Notis: 'Every Monday, create a goal in Asana named Pipeline Review—[Week of Date]. Include top 5 deals by value and total pipeline size.'
- 4Choose Slack, email, or another notification channel.
- 5The automation will run next Monday and you'll see the goal in Asana automatically.
Questions about this workflow
Can I change the review day or time?
Yes. Adjust the schedule to fit your team's rhythm (Tuesday, Thursday, Friday, whatever works).
What if we're in a quiet week with no deals?
Notis still creates the review goal—it might show 'pipeline flat' which is valuable information for your team.
Can I add commentary or notes to the auto-generated goal?
Yes. The goal is created as a draft so you can add notes, due dates, or team members before or after creation.
Can this include forecast data from Hubspot?
Absolutely. Notis can pull forecast amounts, deal velocity, and other custom fields from Hubspot into the review.
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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