How to notify Chatwork with a message created by ChatGPT when you retrieve tasks with a due date of today in Asana.

Step 1: Connect Asana, ChatGPT, and Chatwork to My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Connecting Asana with Yoom

1. Search

Search for Asana.

2. Log in

The Asana login screen will be displayed, so please log in.

If the above display appears, the connection is complete.

Connecting ChatGPT with Yoom

1. Search

Search for ChatGPT.

2. Enter required fields

Enter the required fields. For more details, please visit the ChatGPT My App Registration Method page.

2. Add

Once entered, click the add button at the bottom right.

If the above display appears, the connection is complete.

Connecting Chatwork with Yoom

1. Search

Search for Chatwork.

2. Log in to Chatwork

The login screen will be displayed.
Log in with the account you want to connect in this flow.‍

3. Press Allow

Check the content and press Allow.

Return to the Yoom screen, and if the above display appears, the connection is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "See Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
※ If you have already registered, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Setting to activate with a schedule trigger and retrieve tasks from Asana

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
Click on "【Copy】Retrieve tasks due today in Asana and notify Chatwork with a message created by ChatGPT".‍

3. Schedule Trigger

Select "Activate every morning at 10 AM".‍

4. Enter required fields

Enter the required fields in the red frame. In the image settings, the flow is set to activate every morning at 10 AM.
If there are changes, you can set it by clicking the checkboxes for the desired days or entering the time.‍

5. Save

Once the settings are complete, press save.

Continue with the Asana settings.

1. Connect with the app

Click on the Asana icon "Retrieve a list of tasks due today".
Since the title and other settings are complete, press next.

2. Set required fields

The red frame part is the setting for which tasks to retrieve based on the due date.

Since the settings are already complete, please check if it is in the same state as the image.

‍

Next, set each ID. Click the box.

Asana projects will be listed, so select each ID from the list for which you want to retrieve tasks with approaching deadlines.‍

3. Run the test

Once the settings are complete, press the test button at the bottom of the screen.
If the test success message is displayed, the settings are complete. Save it.

Step 4: Setting to specify a prompt in ChatGPT and send a message to Chatwork

1. Connect with the app

Click on the ChatGPT icon "Create a notification message".
Since the title and other settings are complete, press next.

・To execute ChatGPT (OpenAI) actions, you need to subscribe to OpenAI's paid API plan.
・The use of ChatGPT's API is provided by OpenAI on a paid basis, and it is charged per usage based on tokens during API communication. Therefore, please note that an error will occur if payment cannot be made when using the API.

2. Confirm the content

Since you are using a template, the settings are complete. Please check if it is in the same state as the image.

Note that placeholders like {{List of Task Names}} are replaced with test data as shown in the image. In practice, the registered task names will be displayed in the notification.
Also, the message content (prompt) can be changed as desired. Please set it according to your needs, such as adding points for replies.

3. Decide the model

Scroll down the screen to find the section to set the model.
Decide which ChatGPT model to ask questions to. You can select from the dropdown.

4. Test and Save

Once you have set up to this point, press the test button. If it displays test success, click save.

Finally, set up notifications to Chatwork.

1. Connect with the app

Select the Chatwork icon "Notify Chatwork".
Press next.

2. Set the channel ID for posting

Set which room to send the message to.

When you click the box, rooms will be listed, so select the room where you want to receive Asana tasks.
By selecting, it will be inserted into the box, and the setting will be complete.

3. Set the message

Next, set the message to be posted to Chatwork.
Since you are utilizing a template and have specified the layout in the prompt during ChatGPT settings, no modifications are necessary.‍

4. Run the test

Once the message settings are complete, press the test button at the bottom.
If it displays test success in blue, the settings are complete. Press save.

5. Turn on the trigger

When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

Flowbot template used this time
Retrieve tasks due today in Asana and notify Chatwork with a message created by ChatGPT

Further Automation

Yoom is packed not only with automation but also with features and ideas to facilitate smooth operations.
For example, it is possible to customize the automation introduced this time to better suit your needs.

Arrangement 1: Notify tasks of a specific project regardless of the deadline

The flow introduced this time retrieved task information from Asana under the condition "due today," but it is also possible to retrieve tasks of a specific project regardless of the deadline.
Newly added tasks can be checked at the start of the workday, which may facilitate smooth task allocation and progress checks within the team.

Arrangement 2: Add to the database

If you are managing task data in detail, you can automate the transcription work by inserting a database tool in between.
Task data due today is quickly stored, making it easier for members sharing the database tool to grasp the information.
This may make it easier to prioritize tasks stored in Notion.

Other Automation Examples Using Asana, ChatGPT, and Chatwork

Here are some other examples of automation using Asana, ChatGPT, and Chatwork.

1. Notify Chatwork when a task is completed in Asana

By notifying a specific room that a task has been completed, members can easily grasp the progress of tasks, potentially speeding up subsequent work.

2. Add content posted on Chatwork to Asana

You can automatically create tasks in Asana from content posted in specific Chatwork rooms. This eliminates the need to switch between different tools, allowing for more efficient task creation.

3. Summarize the content of received emails with ChatGPT and notify Chatwork

If you often spend time checking long emails, this flow is also recommended. Since the emails are automatically summarized by ChatGPT, it becomes easier to quickly grasp the key points, potentially saving you time.

Benefits and Examples of Integrating Asana, ChatGPT, and Chatwork

Benefit 1: Prevent Overlooking Tasks with Automatic Notifications

By sending data of tasks due today to Chatwork at a specified time every day, task checking becomes a routine, potentially preventing oversight.
For example, when it comes to tasks performed at the start of the workday, it is often checking emails or messages. Therefore, if you set the specified time to coincide with the start of the workday when creating the flow, you can check tasks with impending deadlines along with other messages received in Chatwork.
If you can make this checking routine a daily habit, the likelihood of preventing task oversight may increase.

Benefit 2: Easier Task Grasping Depending on the Prompt

With the integration of Asana, ChatGPT, and Chatwork, only tasks due on the day will be delivered in the layout specified by the prompt, making it easier to visually grasp tasks that should be prioritized.
For example, even if you access Asana and check tasks due today, if there are many, it might take time to get an overall grasp.
However, with this integration, you can specify any layout depending on the prompt given to ChatGPT. Therefore, tasks due today will be delivered to Chatwork in a visually easy-to-check state, allowing for quick task comprehension.

Benefit 3: Reduce Workload and Improve Efficiency

By automating the entire flow, tasks can be shared more efficiently than ever before.
For example, normally, you would need to access Asana, pick up tasks due today, open Chatwork, manually input, and then send them.
While not a wasteful flow, doing this every day might feel a bit cumbersome.
By incorporating this integration, the retrieval of tasks with impending deadlines and the creation of messages that members can quickly understand are automated, naturally improving work efficiency.

Conclusion

Repetitive tasks that need to be done daily are essential in business. Therefore, no matter how cumbersome, skipping them might be difficult. Actions like "checking and sharing tasks with impending deadlines" fall into this category.
By utilizing automation to simplify routine tasks, you may not only reduce the workload but also feel benefits such as time savings and error avoidance.
Tasks that previously took time can potentially be completed quickly by utilizing Yoom. Please take this opportunity to try it out.