- How to update Airtable records for each completed Asana task
- 1. Create your playbook and set the Asana trigger as "Task completed"
- 2. Add the "Find record" & "Update record" 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 update Airtable records for each completed Asana task
Create your playbook and set the Asana trigger as "Task completed"
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 "Task completed" under Asana. Then, select the project. This will allow your playbook to automatically detect the completed tasks 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 "Find record" & "Update record" in Airtable automation
Integrate the Airtable automation into your playbook to ensure the record is promptly updated whenever a task is completed in Asana.
Click the "Add step" button, then locate the "Find record" to identify which record needs to be updated. Then, select "Update record" 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 updating the specific record in Airtable. Once turned on, it will respond whenever a task is completed in Asana by updating the corresponding 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.