Guide

How to create corresponding tasks in Asana from Emails you sent in Gmail

Learn how to set up a Relay playbook that automatically creates a new task in Asana directly from an email sent in Gmail. This integration simplifies your task management process by enabling you to convert emails into actionable tasks within Asana seamlessly. By setting up this integration, you can easily identify important action items from your sent emails and generate corresponding tasks in Asana.
Gmail logoGmail > Asana
Trigger
Last triggered
Gmail logoEmail sent
Asana logoCreate task
1

Add the Gmail "Email sent" 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 "Email sent" under Gmail. Then, select mandatory and relevant details. This trigger will automatically detect all the newly sent emails in Gmail to create a new task in Asana.

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

2

Add the Asana "Create task" automation

Integrate the Asana automation into your playbook to ensure the prompt creation of new tasks in Asana for every specific email sent in Gmail. Add a new step and select "Create task" from the list of Asana automations.

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

3

Turn on the playbook

Activating your playbook is the final step to automate creating a new task in Asana for every specific email sent in Gmail. Once turned on, it will respond to new specific emails sent in Gmail by creating tasks in Asana 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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