Integrations used
Time saving
6 min
Action
Create
description
This playbook will create a new Asana Task directly from a selected Upwork profile, and generate a recruiting email to the candidate
Saves at least
6 min
Create
Asana Task from Upwork profile and draft a recruiting email
playbook Template
Create Asana Task from Upwork profile and draft a recruiting email
This playbook will create a new Asana Task directly from a selected Upwork profile, and generate a recruiting email to the candidate
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?
Scrape data on active tab
Action
Generate customized email
Action
Get current page URL
Action
Create Asana task
Action
Open browser notification
Action
Bardeen's automation playbook enables seamless creation of Asana tasks from Upwork profiles, complete with a draft recruiting email. For businesses looking to streamline their recruiting process, this workflow is invaluable. It eliminates the manual effort of data entry and initial candidate communication, making it easier to manage the recruitment pipeline and engage with potential hires efficiently.
Here's how this workflow can automate your recruiting process:
- Step 1: Scrape Upwork Profile - The Scraper is used to extract data from an active Upwork profile tab, ensuring that key information is captured without manual copying.
- Step 2: Draft Recruiting Email - OpenAI is utilized to generate a personalized recruiting email, crafted based on the recruiter's and hiring company's input.
- Step 3: Get Profile URL - This step captures the current page URL, which is the link to the Upwork profile.
- Step 4: Merge Profile Information - The scraped profile data and URL are merged to form a comprehensive profile link text.
- Step 5: Create Asana Task - An Asana task is created with the scraped information and the draft email in the description, streamlining the task management in the recruitment process.
- Step 6: Confirmation Notification - A browser notification pops up to confirm that the Asana task has been created successfully.
How to run the playbook
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.
This automation will create and fill out an Asana task, along with generating a draft recruiting letter directed to the Upwork candidate.
The automation works from within Asana and from the chosen Upwork profile.
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.
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.
Click on the playbook card, and the setup flow will start.
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”.
It will prompt you to enter the following arguments in the setup process:
You can simply enter the information by following the arguments as shown below:
Now your Asana task is created. Enjoy!
Try out similar playbooks:
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.
Learn more about the awesome data-sourcing integrations and recruiting integrations developed by Bardeen.
Explore guides on how to automate and integrate Asana.
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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.