Get client meeting preparation into Asana
Make the prep visible early, so client meetings do not rely on a last minute inbox search.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
Client preparation details can be spread across calendar entries and email threads.
- Create a dedicated place for client meeting prep.
- Keep event details available when planning the work.
- Make preparation easier to pick up before the meeting.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from a channel.
- 3In one instruction, ask Notis to create a prep task for new client meetings that need advance work, using only details present in the event.
- 4Pick the Outlook New Calendar Event trigger and choose where run reports should go.
- 5Test with one real client meeting event that needs preparation.
Questions about this workflow
How will Notis know an event is a client meeting?
Include the terms or event details that identify client meetings in your instruction. Notis can use the event information it receives.
Can it create tasks for internal meetings too?
You can describe which meeting types qualify. This example focuses on client meetings that require advance work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Asana. A trigger fires from one place; an action lands in another.
Outlook triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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