- How to create an email draft in Gmail for a newly added task in Asana
- 1. Create your playbook and set the Asana trigger as "New task added"
- 2. Add the "Create draft" in Gmail automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Gmail and Asana
- Related blog posts
- More how-to guides featuring Gmail and Asana
How to create an email draft in Gmail for a newly added task in Asana
Create your playbook and set the Asana trigger as "New task added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.
To set up this playbook, click "Add trigger" and then select "New task added" under Asana. Then, select the Project. This will allow your playbook to automatically detect the newly added task in Asana and initiate necessary actions.
If this is your first time using a Asana integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create draft" in Gmail automation
Integrate the Gmail automation into your playbook to ensure the prompt creation of a new email draft in Gmail when a new task has been added in Asana.
Click the "Add step" button, then locate the "Create draft" automation for Gmail and input the mandatory and relevant details.
If your Gmail 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 Gmail account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new email draft in Gmail. Once turned on, it will respond to each newly added task in Asana by creating a new email draft in Gmail 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.