Create Asana Task from Upwork profile and draft a recruiting email

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Asana is a tried and true, flexible project management software that is often used by recruiters to manage candidates, jobs, and hiring timelines, while Upwork is a fantastic source to find qualified and eager job seekers.  But starting up a new Asana task to track potential candidates can be monotonous and a potential waste of time. Hand crafting recruiting emails for each candidate is also tiresome, and an error can put off, or miss out on a candidate. Yet, not setting up Asana to manage communications, follow-ups and potential candidate offers & acceptance can be a huge mistake when dealing with ever changing candidate supply and demand.  

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This automation will create and fill out an Asana task, along with generating a draft recruiting letter directed to the Upwork candidate.

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The automation works from within Asana and from the chosen Upwork profile.

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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.

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Activate Bardeen (or hit OPTİON + B on your keyboard) and click to run the playbook when you have an Upwork page open with a selected candidate.

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Click on the playbook card, and the setup flow will start. 

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Step 2: Run the playbook to create Asana task from Upwork profile and draft a recruiting email

Open the Bardeen extension (or hit OPTİON + B on your keyboard), open the desired Upwork candidate page and click “Run Playbook”. 

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It will prompt you to enter the following arguments in the setup process: 

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You can simply enter the information by following the arguments as shown below:

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Now your Asana task is created. Enjoy!

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Try out similar playbooks:

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Explore more integration alternatives for Asana integrations, OpenAI integrations, or the integration of both OpenAI and Asana, or edit the playbook to better suit your individualized workflow preferences.
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Learn more about the awesome data-sourcing integrations and recruiting integrations developed by Bardeen.

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Explore guides on how to automate and integrate Asana.

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