Google Mail
Asana
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.
Run this Asana automation with Bardeen in minutes.

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.

Run this Asana automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create Asana task from the currently opened email
Create Asana task from the currently opened email
Create Asana task from the currently opened email
Types:
Both
Actions
Triggers
When label is added to email
When label is added to email
Trigger
Update email labels
Update email labels
Action
Find emails
Find emails
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Delete email
Delete email
Action
Move Asana task
Move Asana task
Action
Archive email
Archive email
Action
Create Asana task
Create Asana task
Action
When email received
When email received
Trigger
Forward email
Forward email
Action
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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.

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