Save labeled emails to Asana, including attachments stored on Google Drive

This Playbook will save emails with a specific label as Asana tasks, including attachments by uploading files to Google Drive and incorporating the link.
Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
Find emails
Action
Upload file to Google Drive
Action
Create Asana task
Action
Steps:

Bardeen's Playbook allows professionals to organize their email communications effectively by saving labeled emails as tasks in Asana, including attachments. This automation ensures that nothing slips through the cracks, maintaining a seamless flow of information from your Gmail to Asana, while storing any attachments on Google Drive. This is vital for project management and ensuring that all team members have access to relevant information and resources.

Here's how this workflow saves your labeled emails to Asana, including attachments:

  • Step 1: Find labeled emails: Bardeen locates emails in Gmail that have been labeled with a specific identifier you provide. This is the first step in organizing your tasks.
  • Step 2: Upload attachments to Google Drive: Any attachments found in the labeled emails are uploaded to Google Drive, keeping your documents organized and accessible.
  • Step 3: Merge email content: The body of the email is prepared for transfer by merging it into a single text block, which includes the email body followed by a new line for clarity.
  • Step 4: Create Asana task: An Asana task is created from each labeled email, with the subject of the email becoming the task name. The Google Drive link to attachments is included in the task, and it is placed within the Asana project of your choosing.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
Data Sync between Bardeen and your Tech Stack

"Our Sales and Ops teams can do more in less time to help serve our customers better."

Alex Bouaziz
Co-Founder & CEO at deel.
Enterprise-grade security

SOC 2 Type II, GDPR and CASA Tier 2 and 3 certified — so you can automate with confidence at any scale.

Frequently asked questions

What is Bardeen?
What tools does Bardeen replace for me?
Who benefits the most from using Bardeen?
How does Bardeen integrate with existing tools and systems?
What are common use cases I can accomplish with Bardeen?
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.