Guide

How to create new SmartSuite records from new Google Tasks

Learn how to set up a Relay playbook that automatically creates a SmartSuite record when a new Google Tasks is created. This workflow streamlines productivity by linking the SmartSuite app to Google Tasks. Whenever a new record is created in SmartSuite, a corresponding task is generated in Google Tasks. This helps you stay organized without having to manually duplicate your work across platforms.
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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 created in Google Tasks.

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

2

Add the Google Tasks 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 created" under Google Tasks. Then, select a task list. If this is your first time using a Google Tasks integration in Relay, you'll be prompted to connect your Google Tasks account.

Now, every time a task is created in Google Tasks, your playbook will run automatically.

3

Add the SmartSuite "Create record" automation

Now you can create a new SmartSuite record. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out details like the table and record fields. You can reference fields from Google Tasks 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 task is created in Google Tasks. 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