Public Client Deliverable Tracker
Clients need visibility into deliverables, but creating and maintaining a shared tracker takes manual effort. Tag an item in Asana as 'client-deliverable', and Notis auto-creates a Notion page your client can access, showing progress and next milestones.
Trigger
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Action
Create Notion page
Creates a new empty page in a notion workspace.
Why this helps
Managing client visibility adds overhead. You maintain a separate tracker or status page, which falls behind and creates confusion or disappointed clients.
- Reduce client follow-up questions by providing visibility
- Build trust through transparent progress tracking
- Automate client-facing deliverable management
- Keep internal and external tracking in sync
Setup
Build it in a few focused steps.
- 1Connect Asana and Notion to Notis in the portal.
- 2Tell Notis: 'When I tag an Asana task 'client-deliverable', create a Notion page for external client viewing.'
- 3Write the prompt: 'Create a Notion page titled with the deliverable name. Include the expected delivery date, current status, a brief description, and any milestones. Make it visually clear for non-technical clients.'
- 4Select 'Tag Added to Task' as the trigger and set your notification channel.
- 5Generate a shareable Notion link for the client and set permissions so they can view (not edit) the tracker.
Questions about this workflow
Can I hide certain details from clients?
Yes, create a client-friendly template in Notion that shows progress but hides internal notes. Tell Notis which fields to include.
What if the deliverable gets reassigned or delayed?
Set up a second automation to update the Notion page when the Asana task status changes, keeping the client tracker current.
Can I create different templates for different clients?
Yes, specify different templates based on client name or project in your automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Notion. A trigger fires from one place; an action lands in another.
Asana triggers
Notion actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
New Task Created
Triggers when a new task is created in a project.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Task Updated
Triggers when a task is updated in a project.
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
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When this happens · Trigger
Do this · Action
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