Guide

How to copy and update a Google Sheets spreadsheet for a completed task in Asana

Learn how to set up a Relay.app playbook to automatically copy and update a Google Sheets spreadsheet for every completed task in Asana. By configuring this playbook, you ensure that whenever a task is completed in Asana, the corresponding Google Sheets spreadsheet is duplicated and updated with the latest task details. This integration enhances data organization and ensures that your Google Sheets spreadsheet reflects the most recent task completions from Asana.
Asana logoAsana > Google Sheets
Trigger
Last triggered
Asana logoTask completed
Google Sheets logoCopy & fill in {{placeholders}}
1

Add the Asana "Task completed" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Task completed" under Asana. Then, select the project. This trigger will automatically detect all the completed tasks in Asana to copy and fill in placeholders for the specific spreadsheet of Google Sheets.

If this is your first time using an Asana integration in Relay.app, you'll be prompted to connect your Asana account.

2

Add the Google Sheets "Copy & fill in {{placeholders}}" automation

Integrate the Google Sheets automation into your playbook to ensure the prompt copying of Google Sheets and fill in specific placeholders for every completed task in Asana. Add a new step and select "Copy & fill in {{placeholders}}" from the list of Google Sheets automations.

Connect Google Sheets to Relay.app if you haven't already, then fill out the mandatory details and which placeholders to replace. You can reference fields from Asana to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate copying and filling in placeholder of the specific Google Sheets for every completed task in Asana. Once turned on, it will respond to every completed task in Asana by copying and filling in placeholder of the specific Google Sheets 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 sent correctly.

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