Generate a list of tasks from a HubSpot ticket using OpenAI and save them to Asana as new tasks.
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.
How does this automation work?
How to run the playbook
If you're a HubSpot and Asana user, you're probably familiar with the hassle of manually generating a list of tasks for a ticket. It can take a lot of time and effort to organize all the information into actionable items.
But now, you can simplify your workflow with this automation. Powered by OpenAI, it quickly generates a list of action items from a HubSpot ticket and saves them as new tasks in Asana. The best part is, all the relevant details from the ticket - like the stage, pipeline, and priority - are automatically included in the Asana task.
Let’s set it up!
Step 1: Pin the playbook and integrate Asana and HubSpot
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 HubSpot.
Click on the playbook card, and the setup flow will start. Bardeen will prompt you to specify the Ticket Name, Asana Project and any Assignees.
Click on “Save Input” and checkmark Asana to save more time in the future. You can always edit Inputs later by hovering over the playbook.
Step 2: Run the playbook
Press Option + B on your keyboard to launch Bardeen. Click on the playbook card Run the playbook when you want to generate tasks for a specific HubSpot ticket and assign them to a team member.
It will generate a list of tasks from the ticket and create action items as tasks in Asana and include the ticket content, priority, stage and link to the ticket for each generated task.
You can also edit the playbook and add your next action to further customize the automation.
Find more HubSpot integrations, Asana integrations, OpenAI integrations or integrate OpenAI with HubSpot and integrate Asana with HubSpot.
You can also find more about how to automate lead management process and automate your sales prospecting process.
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FAQs
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Please follow the following steps to edit an action in a Playbook or Autobook.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.