- How to automatically create a new Asana task when a new Google Docs document is added to a specific folder
- 1. Create your playbook and set the Google Docs trigger as "Document added to folder"
- 2. Add the "Create task" in Asana automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Google Docs and Asana
- Related blog posts
- More how-to guides featuring Google Docs and Asana
How to automatically create a new Asana task when a new Google Docs document is added to a specific folder
Create your playbook and set the Google Docs trigger as "Document added to folder"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To set up this playbook, click "Add trigger" and then select "Document added to folder" under Google Docs. Then, select the parent folder where documents are added. This will allow your playbook to automatically detect the newly added Google Docs document in the folder and initiate necessary actions.
If this is your first time using a Google Docs integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create task" in Asana automation
Integrate the Asana automation into your playbook to ensure the prompt creation of a new task in Asana when a new document has been added to the Google Docs folder.
Click the "Add step" button, then locate the "Create task" automation for Asana and input the mandatory and relevant details.
If your Asana account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Asana account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new task in Asana. Once turned on, it will respond to each newly added document in the Google Docs folder by creating a new task in Asana without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.