Monthly Retrospective: Bulk Create Summary Records
You want a monthly retrospective but cobbling one together from Asana feels like work. Notis scans 30 days of activity and bulk-creates a structured summary in Airtable: what shipped, what blocked, what you learned.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create multiple records
Creates multiple new records in a specified airtable table.
Why this helps
Retrospectives feel like overhead so you skip them; you lose sight of what you actually accomplished, repeat the same blockers, and never capture lessons learned.
- Automatic monthly review built
- No meeting-to-build overhead
- Historical record of progress
- Spot repeat blockers
Setup
Build it in a few focused steps.
- 1Connect Asana and Airtable to Notis (one-time).
- 2Tell Notis: 'On the last Friday of each month at 2 PM, scan my Asana activity from the past 30 days. Categorize tasks as Shipped, Blocked, or Learning, and create one summary record per category in my Airtable retrospectives table.'
- 3Set your timezone.
- 4Pick your notification channel.
- 5Test by running it manually and checking that the summary records appear organized by category.
Questions about this workflow
How does Notis know which tasks to count as 'shipped' vs 'blocked'?
You tell it in your instruction: 'shipped' = moved to Done, 'blocked' = tagged BLOCKED and stayed there, 'learning' = any task with a lesson tag or you manually note them.
Can I add emotional or qualitative data?
You can prompt team members to add comments before the retrospective runs, or Notis can include them if you set up a reflection form.
Does this work across multiple teams?
Yes. Notis can scan all your projects and create a portfolio-level retrospective, or separate ones per team.
Can I invite the team to add their own learnings to the records?
Yes. Notis creates the foundation; team members can comment on records afterward to add context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Airtable. A trigger fires from one place; an action lands in another.
Asana triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Field
Creates a new field within a specified table in an airtable base.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create multiple records
Creates multiple new records in a specified airtable table.
New Task Created
Triggers when a new task is created in a project.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
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.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Task Updated
Triggers when a task is updated in a project.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Asana and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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