Asana is an intuitive project management platform focused on simplicity. But if you use Asana daily, you still need to do some manual tasks, like creating recurring tasks and changing due dates.
Fortunately, there are three great ways to automate Asana: the native automations feature, no-code automation tools like Bardeen.ai, and the Asana API.
In this article, we’ll learn about all three of these, so you’re armed with the know-how to automate Asana to free up your time and take your productivity to the next level! Let’s get started.
Asana automations and integrations
Like most project management platforms, Asana offers built-in automations. It allows you to automate repetitive actions like assigning tasks, shifting due dates, and changing priority levels when a task is moved to a certain section.
Here are the three main automation features available in Asana.
- Rules: These are optimal for automating routine tasks, consisting of a trigger and an action.
- Templates: These allow you to add new workflows to Asana. Pre-built templates are available for event planning, creative requests, and more.
- Integrations: Asana has integrations with many popular file-sharing, communication, and creativity apps to consolidate your workflow.
In addition, there are also some other handy features like dependency date shifting, work request forms, and approvals. These features are only available in a Premium account.
With a Business account, you unlock advanced workflows, which include dynamic and custom rules. If you want to test the waters before committing, you can request a demo.
No-code automations and integrations
If you find native Asana automations and integrations too complex to set up or don’t want to upgrade your account, try third-party automations platforms instead. The best ones are Bardeen.ai, Zapier, and Make. Here, we’ll discuss Bardeen.ai, an AI powered workflow automation and integration extension in Chrome.
Bardeen.ai integrates with Asana and over fifty well-known apps like ClickUp, Notion, and Coda. It focuses on leveraging AI to improve productivity. Its integration with OpenAI and has AI-powered features like Magic Box for creating automations with natural language. Plus, it’s free to get started.
Since Asana is designed to be scalable, it’s used by teams of all types and sizes, like marketing, sales, HR, and more. So, let’s discuss automations for each one.
Marketing and sales automations
Sales and marketing teams use Asana to plan and execute their campaigns. When looking for brand influencers on social media, you can use these automations to save social media profile details (like name, link, and bio) to Asana as tasks.
Helpful, aren’t they? Aside from keeping your marketing efforts more organized, these automations save you from a lot of copy-pasting work. You can also check out more sales and marketing automations, or explore LinkedIn and Asana integrations ,or Twitter and Asana integrations.
HubSpot
Whether it’s sales, marketing, or customer support, many teams use HubSpot to consolidate and streamline your workflow. If you also use Asana along with HubSpot, these automations are worth trying out. Explore more Asana Hubspot integration with Bardeen.ai AI automation platform.
If a user has sent you a bug report or query, don’t waste any time manually creating a to-do list based on it. Instead, let this automation handle it for you! It’ll scan the ticket, create tasks, and add them to Asana.
If you want to copy all HubSpot tickets to Asana, use this automation to do it in a few clicks. Using Bardeen, you can also copy your Asana tasks to other project management platforms. Check out this article for more HubSpot automations.
Recruiting
Asana is also useful for HR teams to track candidates and hiring timelines. These Bardeen automations for Asana help make the recruiting process more straightforward.
When you come across a qualified and motivated job seeker on UpWork, you can use this automation to save their details in Asana and draft a personalized recruiting email. It’s also available for LinkedIn.
If you only want to save the details of a LinkedIn profile without sending them a recruiting email yet, use this automation instead.
There are many freelancers and solopreneurs who don’t have profiles on platforms like UpWork and LinkedIn. With this automation, you can save their website details as an Asana task and contact them later. Feel free to check out more recruiting automations.
Product development and data research
Since we’ve covered sales, marketing, and recruiting, let’s discuss product development and data research now.
Asana Jira integration and automation are native and easy with Bardeen.
Cool, right? Discover more Asana Notion integration.
You can also explore more Asana Google Sheets integration.
Love Airtable and Asana? Find our more Airtable Asana integration.
If you’re moving from Asana to another platform, these automations can save you a ton of copy-pasting. Explore the product development and data sourcing pages for more such automations.
Frequently used automations
Many people also use Asana to manage their personal goals and to-do list. To improve your productivity in Asana, here are some frequently used automations you can try.
After a meeting, it’s time-consuming to review your meeting notes to find action items. This automation uses OpenAI to generate a summary of your meeting notes. It also finds action items and saves them to Asana, so you can begin working without wasting time. You can also do this for emails. Discover more Asana Google Drive integration.
You can also create a follow up task in Asana for a meeting. Or explore and build Asana Google Calendar integration.
A great way to organize your inbox is to label emails. Once you set up and activate this automation, it’ll save emails with specific labels as Asana tasks. If the email has any attachments, it’ll upload those to Dropbox (or Google Drive) and incorporate the link. Explore more Asana Gmail integration.
Taking action on customer feedback is vital to improve your product or service, but focusing on a specific email can be challenging. This automation can save emails with negative sentiments as Asana tasks.
This automation will send an email when an Asana task is created in your account. We hope you liked these automations.
To discover more, you can explore the full catalog of pre-built automations. Bardeen also offers trigger-based automations. If you want to develop an automation for yourself, use the Magic Box to create it without coding.
Build your own apps with Asana API
Lastly, it’s also possible to build your own apps using the Asana API. Besides automating repetitive tasks, you can also use it to run custom workflows and integrate Asana into your organization’s internal reports or dashboards.
If you’re willing to invest the necessary time and have the technical know-how, this is the best way to automate Asana. Since you develop it yourself, you can make it work the way you want. For further details, see the Asana API docs.
Endnotes
If you plan on using Asana for project management in the long term, implementing automations can save you a lot of time.
Native Asana automations are the way to go if you’re willing to upgrade to a Premium account. Alternatively, you can try out a third-party automation platform like Bardeen. If you know your way around code, use the Asana API to create your own solution.
For further reading, check out our articles on automating Google Calendar, Sheets, and Notion.
