Guide

How to create an email draft in Gmail for every completed task in Asana

Learn how to set up a Relay playbook that automatically sends an email notification in Gmail for every completed task in Asana. By setting up this integration, you can automate the process of notifying relevant stakeholders via email whenever a task is marked as completed in Asana. This streamlined process ensures that team members stay informed about task progress and updates in real time, facilitating effective communication and collaboration.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a task is completed in Asana.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

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 create an email draft in Gmail.

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

3

Add the Gmail "Create draft" automation

Integrate the Gmail automation into your playbook to ensure the email draft is promptly created in Gmail for every completed task in Asana. Add a new step and select "Create draft" from the list of Gmail automations.

Connect Gmail to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Asana to automatically pass along the right data.

4

Turn on the playbook

Activating your playbook is the final step to automate creating an email draft in Gmail for every completed task in Asana. Once turned on, it will respond to every completed task in Asana by creating an email draft in Gmail as a notification 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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