Integrations used
Time saving
2 min
Action
Create
description
This playbook will create an Asana task from the currently opened email.
playbook Template
Create Asana task from the currently opened email
This playbook will create an Asana task from the currently opened email.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Find emails
Action
Create Asana task
Action
Automating task creation in Asana from your Gmail account can significantly boost your productivity, especially when dealing with a high volume of emails that require follow-ups or actions. Bardeen's playbook allows you to create tasks in Asana right from the currently opened email, ensuring you keep track of important items without leaving your inbox.
Here's how this workflow simplifies task management:
- Step 1: Find email content - Bardeen integrates with Gmail to find the content of the currently opened email. It uses the subject line as the task name, ensuring context is not lost when the task is transferred to Asana.
- Step 2: Create Asana task - With the email content identified, Bardeen then creates a new task in Asana. You will need to specify the Asana project where this task should be added. Managing tasks through Asana helps keep your projects on track.
How to run the playbook
Imagine being able to create Asana tasks directly from the currently opened email without any manual effort. Well, guess what? Our automation does just that!
We've all been there – drowning in a flood of emails, trying to remember important to-dos and struggling to keep track of tasks buried in our inboxes. But fear not! Our automation swoops in to rescue you from this chaos. With a simple click, you can transform any email into an actionable Asana task, ensuring nothing slips through the cracks.
Think about it – no more copy-pasting or switching between platforms. Stay focused on your inbox while seamlessly integrating your tasks into Asana. Whether you need to follow up on client requests, assign action items to team members, or simply keep track of important emails, this automation has got your back.
So, if you're ready to reclaim your email sanity and streamline your task management, give our automation tool a try. Say goodbye to email overwhelm and hello to efficient productivity. It's time to take control and conquer your inbox!
Let's set it up!
Step 1: Pin the playbook and integrate Asana
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Asana.
Press Option + B on Mac or Alt + B on Windows on your keyboard to launch Bardeen.
Click to run the playbook. You will be asked to configure your Asana task setting. Make sure to click "Remember Inputs" to save more time when you run this automation in the future.
Step 2: Run the playbook
Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen.
Click on the playbook card and run it for the currently open email. It will get all the information from the email, create an Asana task and add all the information to the description.
Find more Asana integrations, Gmail integrations, Gmail and Asana integration or edit the playbook to suit your own workflow.
Discover more about the awesome meeting automations available. Explore guides on how to automate and integrate Asana.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.