Integrations used
Time saving
10 min
Action
Save
description
This Playbook will save emails with a specific label as Asana tasks, including attachments by uploading files to Dropbox and incorporating the link.
playbook Template
Save labeled emails to Asana, including attachments stored on Dropbox
This Playbook will save emails with a specific label as Asana tasks, including attachments by uploading files to Dropbox and incorporating the link.
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
Upload file to Dropbox
Action
Create Asana task
Action
Bardeen's workflow automation allows for seamless integration of Google Mail, Dropbox, and Asana to manage emails and attachments efficiently. The ability to save specific labeled emails as tasks in Asana, along with the convenience of storing attachments on Dropbox, ensures that important communications are never missed and that the necessary documents are always at your fingertips. This is particularly helpful for teams in personal productivity and product development sectors, who can now streamline their email management process.
Here's how this workflow saves labeled emails to Asana and uploads attachments to Dropbox:
- Step 1: Find labeled emails - Bardeen finds all emails in your Gmail account that have a specific label applied, according to your preferences.
- Step 2: Upload attachments to Dropbox - Any attachments found in the labeled emails are then securely uploaded to your specified Dropbox folder, creating a link to the file.
- Step 3: Merge email content - The email body and the Dropbox link to attachments are merged into a single text block. This ensures all relevant information is collated together.
- Step 4: Create Asana task - A new task is created in Asana with the subject of the email as the task title, and the merged email body and Dropbox link included in the task description.
How to run the playbook
Are you tired of staring at a cluttered inbox and feeling like you're drowning in emails? We get it, we've been there too! This automation will help you take control of your inbox once and for all.
This automation can save emails with specific labels as Asana tasks, complete with any attachments, by uploading them to Dropbox and incorporating the link. No more wasting time sifting through your inbox looking for that one important email.
What can this automation help with? Are you someone who constantly forgets important emails and attachments? Or maybe you struggle with staying organized and keeping track of all the moving parts of a project. Whatever the case may be, this automaiton can help.
On the other hand, this automation can also be used for a variety of use-cases. For instance, if you're running an online store and want to keep track of customer orders, or if you're managing a team and want to keep everyone on the same page, it is an ideal solution. The possibilities are truly endless! So why waste any more time on manual email organization when you can use this automation to simplify your life? Sit back, relax, and let technology do the hard work for you.
Let’s set it up!
Step 1: Pin the playbook and integrate Asana, Gmail and Google Drive
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 and Dropbox.
Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify an Asana project for the emails, a Dropbox folder to store the email attachments, the email label that will trigger the automation and any assignees in Asana.
Click on “Save Input” and checkmark Asana, Gmail and Dropbox. This will save you time in the future, when you run the automation again.
You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook to save emails to Asana, including attachments stored on Dropbox
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 the playbook when you want to copy all emails with a specific label to Asana, while including the links to the attachments in the description.
You can also edit the playbook and add your next action to further customize the automation.
Find more Asana integrations, Dropbox integrations or automate your Asana and Dropbox workflow, integrate Asana and Gmail.
You can also find more about how to increase your personal productivity and automate your product development process.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Combine it all to create workflows
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.