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 Google Drive and incorporating the link.
playbook Template
Save labeled emails to Asana, including attachments stored on Google Drive
This Playbook will save emails with a specific label as Asana tasks, including attachments by uploading files to Google Drive 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 Google Drive
Action
Create Asana task
Action
Bardeen's Playbook allows professionals to organize their email communications effectively by saving labeled emails as tasks in Asana, including attachments. This automation ensures that nothing slips through the cracks, maintaining a seamless flow of information from your Gmail to Asana, while storing any attachments on Google Drive. This is vital for project management and ensuring that all team members have access to relevant information and resources.
Here's how this workflow saves your labeled emails to Asana, including attachments:
- Step 1: Find labeled emails: Bardeen locates emails in Gmail that have been labeled with a specific identifier you provide. This is the first step in organizing your tasks.
- Step 2: Upload attachments to Google Drive: Any attachments found in the labeled emails are uploaded to Google Drive, keeping your documents organized and accessible.
- Step 3: Merge email content: The body of the email is prepared for transfer by merging it into a single text block, which includes the email body followed by a new line for clarity.
- Step 4: Create Asana task: An Asana task is created from each labeled email, with the subject of the email becoming the task name. The Google Drive link to attachments is included in the task, and it is placed within the Asana project of your choosing.
How to run the playbook
Let's face it, keeping your inbox organized can be a daunting task, especially when you're dealing with tons of emails on a daily basis. This automation will take care of that for you!
With just a few clicks, you can easily transform emails with specific labels into Asana tasks, complete with any attachments, thanks to the power of Google Drive.
So, what are some ways you can use this automation to simplify your life? Let's say you're a freelance writer who receives multiple project requests in your inbox. With this automation, you can quickly turn those emails into actionable tasks and keep track of everything in one place. Or maybe you're a project manager trying to keep track of deadlines and team assignments - this automation can help you stay organized and on top of everything.
But that's not all - this automation is also ideal for anyone who wants to streamline their workflow and save time. By automating the email-to-task process, you can focus on the important things, like working on your projects and achieving your goals. So,give this automation a try and see how it can help you simplify your life!
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 Google Drive.
Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify an Asana project for the emails, a Google Drive 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 Google Drive. 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 Google Drive
Press Option + B 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, Google Drive integrations or automate your Asana and Google Drive 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?
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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.