Guide

How to share a Google Sheets spreadsheet for a completed task in Asana

Learn how to set up a Relay.app playbook to automatically share 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 automatically shared with specified collaborators or team members. This integration enhances transparency and ensures that relevant stakeholders have access to updated information.
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1

Create your playbook

To automate this workflow, you'll create a Relay.app 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 a project. This trigger will automatically detect all the completed tasks in Asana to share the specific Google Sheets.

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

3

Add the Google Sheets "Share spreadsheet" automation

Integrate the Google Sheets automation into your playbook to ensure the automatic share of the specific spreadsheet in Google Sheets for every task completed in Asana. Add a new step and select "Share spreadsheet" from the list of Google Sheets automations.

Connect Google Sheets to Relay.app 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 sharing the specific spreadsheet of Google Sheets for every completed task in Asana. Once turned on, it will respond to every completed task in Asana by sharing the specific spreadsheet of 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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