How to integrate Chatwork with the data extraction feature to automatically create tasks in Asana based on the content posted in Chatwork

When you want to inform members about tasks you need them to do or content you want to share, using communication tools like Chatwork can be very convenient. However, have you ever experienced situations where you thought you notified everyone, but some missed it, or it wasn't shared effectively? To minimize such situations, it's recommended to integrate Chatwork with Asana using the data extraction feature! By implementing this integration, you may reduce the hassle of task management and make it easier to proceed with work smoothly, so please take a look. Recommended for: - Departments using Chatwork as their main communication tool - Departments managing tasks with Asana - Team leaders requesting tasks via Chatwork - Those adding tasks shared on Chatwork to Asana Benefits and Examples of Integrating Chatwork with the Data Extraction Feature Benefit 1: Easier Task Confirmation By implementing an integration that incorporates the data extraction feature, you can automatically create tasks in Asana based on content posted in specific Chatwork rooms. This can help prevent missed task confirmations. For example, when tasks are shared via Chatwork messages, they can be hard to confirm if the log flows away or gets buried under numerous notifications. With this integration, tasks will be automatically created in Asana, improving visibility and making it easier to check tasks even if the log flows away. Benefit 2: Easier Reflection of Conversations into Tasks The integration of Chatwork and Asana with the data extraction feature makes it easier to reflect members' opinions into tasks. For instance, by aggregating content exchanged among members in Chatwork and reposting it in a specific room, the data extraction feature can capture the message content and automatically create tasks. This allows for easier reflection of members' real opinions discussed into tasks, potentially sharing detailed notes or concerns about work. As a result, the importance of exchanging opinions among members may be reaffirmed. Benefit 3: Expected Improvement in Task Management Efficiency When content posted in specific Chatwork rooms is added to Asana tasks, an improvement in work efficiency can be expected. For example, have you ever experienced missed confirmations when tasks shared on Chatwork flowed away, or had to access Asana to create tasks after summarizing discussions held on Chatwork, resulting in minor errors or extra effort? By implementing this integration, task visibility will improve, making it easier to quickly grasp tasks, and eliminating the need to separately access Asana to create tasks. This can lead to improved task management efficiency and make work easier. Now, let's introduce the flow of connecting apps using Yoom. First, register with Yoom. Yoom offers a two-week trial, allowing you to actually operate and check the usability. [What is Yoom] This time, we will automate "adding content posted on Chatwork to Asana" using the following template.

How to Create a Flow that Automatically Creates Tasks in Asana from Content Posted in Chatwork

This integration flow is broadly divided into the following processes.

・Integrate Chatwork and Asana with My Apps
・Set up Chatwork to extract data
・Set up to add tasks in Asana
・Turn on the trigger button and verify the integration between Chatwork and Asana

Step 1: Integrate Chatwork with 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.

Integration between Chatwork and 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 integrate with ChatGPT.‍

3. Press Allow

Review the content and press Allow.

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

Integration between Asana and 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 integration is complete.

Step 2: Copy the Template

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

1. Click "View 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 completed registration, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. Let's proceed with detailed settings as you transition to a page like the image. Step 2: Chatwork Startup Settings 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click on "Add content posted on Chatwork to Asana". 3. Select an app trigger Click on the Chatwork icon "When a new message is posted in the room". The title and other settings are already completed, so press Next. 4. Set the trigger activation interval You will transition to the page in the image. Enter the two required fields. First, set the trigger activation interval. You can set the activation interval from the dropdown as shown in the image. Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest activation interval varies depending on the plan. 5. Enter the room ID By sending a message containing the word "Task Name" to the room set here, tasks will be added to Asana. Therefore, it is recommended to create a room dedicated to Asana. First, click the box. A list of channels will be displayed, so click the room you want to link with Asana and insert it. 6. Run the test Once the input is complete, send a test task to the room you want to link with Asana. Be sure to include the word "Task Name". Then press the test button above, and if "Test Successful" is displayed, it is complete. Click Save. Continue to set up the data extraction feature. * AI operations are only available on some paid plans. * A 2-week trial of the paid plan is available. 7. Use AI Click "Extract data from text". Press Next. 8. Confirm the content Since the template is being used, the settings are already complete. Just confirm the content. Tasks will be extracted and added to Asana based on the words in the red frame above. Therefore, if there are any additional contents you want to extract, please specify them. 9. Run the test Once confirmed, press the test button in the red frame, and then click Save. Step 3: Set up notifications to Telegram 1. Link with the app Click on the Asana icon "Add Task". The title and other settings are already completed, so press Next. 2. Set the required fields This setting is partially completed because a template was used. Therefore, please set only the two items in the red frame. First, click the box. A list of Asana projects will be displayed, so click the project to which you want to add tasks extracted from Chatwork and insert it. Please set the Section ID in the same way. 3. Run the test Once the settings are complete, press the test button at the bottom of the screen. If "Test Successful" is displayed, the setup is complete. Save it. 6. 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: Add content posted on Chatwork to Asana

Other Automation Examples with Chatwork, Asana, and AI

Yoom also offers flow bots that use Chatwork and Asana, as well as flow bots that leverage AI. Let me introduce a few!

1. Notify Chatwork When a Task is Completed in Asana

This flow sends a notification to Chatwork when a task is completed. Using it in conjunction with the current automation may further enhance convenience.

2. After the meeting ends on Zoom, transcribe the minutes and summarize them, then notify on Chatwork

This is an automation using AI, as introduced in the template this time. Since both transcription and summarization tasks are automated, an improvement in efficiency can be expected.

3.Automatically translate English emails and notify in Chatwork

This is an automation incorporating AI translation. The translation results are automatically posted to Chatwork, making it easy to share with members.

Summary

By utilizing the data extraction feature, it is possible to add detailed task data to Asana. This kind of integration is expected to lead to a review of business workflows, potentially strengthening team collaboration and making task management easier. Additionally, it should help eliminate small hassles, such as reducing the back-and-forth between different tools when adding tasks. As it may lead to improved efficiency in task management, those who are even slightly interested should take this opportunity to give it a try.