Guide

How to share documents in Google Docs for tasks completed in Asana

Learn how to set up a Relay playbook that automatically shares a document in Google Docs whenever a task is completed in Asana. Effortlessly keep track of completed tasks in Asana by automatically sharing a document in Google Drive with this seamless workflow. Once set up, every time a task is marked as complete in Asana, a document will be shared in Google Docs, ensuring a well-organized record of accomplished work.
Google Docs logoAsana logo
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 share documents in Google Docs.

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

3

Add the Google Docs "Share a document" automation

Integrate the Google Docs into your playbook to automatically share a document whenever a task has been completed in Asana.

Add a new step and select "Share a document" from the list of Google Docs automations.

Connect Google Docs 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 sharing a document in Google docs. Once turned on, it will automatically share a document in Google Docs whenever it detects a completed task 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 being sent correctly.

Get started with Relay.app

Sign up now and get started with your playbook today