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Top 11 ways you can automate Asana

Abhishek Agrawal
By Abhishek A Agrawal
May 17, 2023
Table of Contents

    Top 11 ways you can automate Asana

    In a world where people are as busy as bees 🐝, Asana users get a chance to sit back and relax😎. Do you know why? Because they play the game as wise owls 🦉 (not the busy bees), all thanks to Asana automations.

    What are Asana Automations

    Asana automations are like magic spells that automate repetitive tasks without you having to lift a finger👆.  You just need to set up a flow 🔀 that will perform desired tasks following particular events.

    Setting up Asana automation isn’t complex. 😉 You don’t have to build automation from scratch, thanks to Asana templates. Templates are pre-built workflows designed for different projects, such as 

    • Marketing
    • Event planning
    • Product launches
    • Content creation, and more

    If templates aren’t enough for your needs, you can further customize workflows and add ‘Rules’ to them. Rules are the conditions that trigger automated actions. For example, you can set rules to automatically assign tasks to different team members based on project status.

    Top 11 ways you can automate Asana

    You have now discovered the power of automating internal workflows within Asana. But what about streamlining your entire business stack that spans multiple apps and processes?

    Integrately can be your helping hand here. It is an ultimate no-code automation platform for non-techies that connects Asana with 1050+ apps in a flick. Here is a list of all the popular ways you can automate Asana using Integrately:

    Manage events/appointments/meetings through Asana

    Integrately helps you connect Asana with your calendar and create new events directly from your Asana tasks. You can also sync new appointments/meetings set in other platforms directly into Asana. This will provide you with a complete view of your to-do lists in one place. 

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Sync Asana with other project management tools

    Your clients might not be using the same project management platform as your internal teams. This can make things a bit tricky since you’ll need to manually set up and manage tasks in multiple applications to keep everyone in the loop🔁. 

    Furthermore, if you’re handling multiple clients who each have their own preferred platform, the manual intervention can quickly become overwhelming and counterproductive. 😰 In such scenarios, you can easily sync Asana with other project management tools using Integrately to keep everyone on the same page.

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Effectively communicate work updates to your team

    Communication is the key to any successful project. Integrately helps you automate the process of sending out work updates to your team members via email or message notifications. This keeps everyone on your team in the loop without manual updates.

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Never miss out on leads

    Lead nurturing is critical for boosting your conversions. However, some leads might get lost in the multitude of your daily tasks. Integrately can help you here by creating an Asana task to follow up on every lead whenever you capture it via forms or store it in your CRM. 

    Here are some of the popular 1-click automations that will help you never miss out on crucial leads:

    Streamline your customer support efforts

    No business can afford to ignore this fundamental truth – “Customer is the king” 👑. But the fast-paced business environment and higher consumer expectations are making it difficult to keep customers happy. 

    However, Integrately can help you set up automations to provide exceptional customer service at all times. It can automatically start a live customer chat 💬 or send an email when you’re assigned an Asana task to resolve their queries. 

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Manage files and attachments like a pro

    Asana allows you to link files to tasks 🔗. But multiple attachments make it difficult and time-consuming to manage them. Don’t worry, Integrately is here to save your day!

    It can help you automatically create a folder 📂 in cloud storage services such as Google Drive or Dropbox for every new Asana task. You can further set up multi-step automation to directly attach the folder link to the relevant Asana task. This ensures that all files related to a project are stored in one place, making it easier to find what you need.

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Chisel your employee onboarding procedure

    Employee onboarding can be a tedious process, but Integrately can help you chisel it. Just set up an automation to create a new Asana task whenever a new employee is hired. Furthermore, you can assign subtasks to different team members to ensure that everything is taken care of.

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Take full control of your content management

    Are you tired of juggling between several apps just to manage your content? Say no more! Integrately will help you automate the process of searching and assigning content topics to your team. Once assigned, your team can take advantage of automation to create drafts in CMS systems like WordPress or Webflow.

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Keep track of your orders and transactions

    Running a business can be overwhelming, especially when it comes to managing orders and transactions. Integrately can help you keep a track of orders and transactions by automatically creating records in Asana. 

    This is particularly useful to keep everyone on the same page, especially when multiple people are involved in managing orders. It is also essential for processing orders and post-purchase tasks.

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Get app development done the right way

    Developing an app successfully requires careful planning and execution. One way to ensure this is by using Integrately. It helps you automatically create Asana tasks when new issues are registered in development-oriented platforms like GitHub and Bitbucket or vice-versa. This keeps your technical and non-technical teams connected while using the platforms they prefer.

    Some of the popular ready-to-use 1-click automations that help you do so include:

    Get a deep look at your team’s work

    The cut-throat competition demands you to get down to the nitty-gritty of your team’s work schedule. With Integrately, you can automate time tracking for new Asana projects to gain valuable insights into your team’s work. 

    It is especially essential when you charge clients on an hourly basis. Moreover, performance analysis can also help you to eliminate productivity loopholes and manage resources effectively.

    Some of the popular ready-to-use 1-click automations that help you do so include:

    8 Million+ Ready Automations
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    Bottom Line

    Automating Asana can be a game changer for your business. The above 11 powerful ways can help your teams to complete tasks faster, collaborate more effectively, and stay on top of their workload. 

    You can easily automate Asana with the help of Integrately. It is an automation platform that helps you convert Asana into an ultimate productivity tool. With 1050+ app integrations, you can connect Asana with other business tools like CRM, email marketing, and customer support platforms. 

    This helps you create a seamless workflow across multiple platforms and ensure that everything is working in perfect harmony. So why wait, sign up for your free Integrately trial today!

    FAQ's about Asana Automations

    Are there automations in Asana?

    Yes, Asana offers several automation features to help you streamline your daily business workflows. Some examples of Asana automations include sending emails for task status updates, assigning tasks based on certain criteria, etc.

    Does Asana have workflow?

    Yes, Asana offers workflow automation to chisel out your team’s unique processes and track the project progress at different stages. These automations take care of all your repetitive tasks and help you manage project work efficiently from start to finish.

    What is Asana tool used for?

    Asana is a web-based project management and collaboration tool that helps teams to manage tasks, projects, and workflows. With Asana, you can create projects, assign tasks, set due dates, and collaborate with team members in real-time.
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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