How to automatically schedule Zoom meetings for new Asana projects

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Asana trigger to initiate your playbook's actions whenever new projects are added. Click "Add trigger" in your playbook and choose "New project added" from the dropdown menu under Asana. This will allow your playbook to automatically identify newly added projects and trigger necessary actions.

If you still need to connect your Asana account to Relay.app yet, a prompt will guide you through the process.

Integrate the Zoom automation into your playbook to ensure the prompt creation of Zoom meetings whenever new projects are added in Asana.

Click the "Add step" button, then locate the "Create meeting" automation for Zoom and input the mandatory and relevant details.

If your Zoom 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 Zoom account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically schedule Zoom meetings for new Asana projects without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.