Guide

How to create Google Tasks from new SmartSuite records

Learn how to set up a Relay playbook that automatically creates new task in Google Tasks whenever new record is added in SmartSuite.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a new task is added in a specific SmartSuite table.

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

2

Add the SmartSuite trigger

Every playbook starts with a trigger. This trigger detects all the new tasks that are added in a specific SmartSuite table.

Click "Add trigger" and select "Record added" under SmartSuite. Then, select the table you're interested in. If this is your first time using a SmartSuite integration in Relay, you'll be prompted to connect your SmartSuite account.

Now, every time a record is added in SmartSuite, your playbook will run automatically.

3

Add the Google Tasks "Create task" automation

Now, all the records from your SmartSuite table will be automatically creating a new Google Task. Make sure you add a new step and select "Create task" from the list of Google Tasks automations.

Connect Google Tasks to Relay if you haven't already, then fill out the necessary details. You can reference fields from SmartSuite to automatically pass along the right data.

4

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a record is added in SmartSuite. You can also click "Check now" to do a manual check whenever you'd like.

Get started with Relay.app

Sign up now and get started with your playbook today