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!
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.
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.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!