- How to track new Asana projects in Airtable
- 1. Create your playbook and set the Asana trigger as "New project added"
- 2. Add the "Add record to table" in Airtable automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Airtable and Asana
- Related blog posts
- More how-to guides featuring Airtable and Asana
How to track new Asana projects in Airtable
Create your playbook and set the Asana trigger as "New project added"
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 setup this playbook, click "Add trigger" and then select "New project added" under Asana. Then, select details like Workspace. This will allow your playbook to automatically detect the new project added 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 "Add record to table" in Airtable automation
Integrate the Airtable automation into your playbook to ensure the prompt addition of a new record to table for each new project added in Asana.
Click the "Add step" button, then locate the "Add record to table" automation for Airtable and input the mandatory and relevant details.
If your Airtable 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 Airtable account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new record in Airtable. Once turned on, it will respond to a new project added in Asana by adding the details as a new record in Airtable 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.