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Have you ever felt that it's cumbersome to register the content shared in messages to Asana later, even though you use Google Chat and Asana in your daily work? This kind of task might be one of the reasons for reduced work efficiency.
This is where the method of integrating Google Chat and Asana with Yoom comes in handy. With Yoom, you can automatically register the content posted on Google Chat as tasks in Asana. This system allows you to streamline task management while preventing transcription errors and registration mistakes. Furthermore, the details and background information of tasks are accurately reflected, creating an environment where the entire team can proceed with work based on the necessary information. This article introduces how to make your workflow more comfortable by utilizing Yoom.
By registering conversations from Google Chat as tasks in Asana, you can significantly reduce the risk of missing information and the hassle of inputting data.
For example, when a team handling client interactions shares customer requests or inquiries on Google Chat, the content can be immediately registered as tasks in Asana. Using this system, there's no need to later consolidate information recorded in notes or individual files into Asana.
Moreover, since you can refer to the chat history when registering tasks, you can reflect necessary background information and instructions as they are, preventing any omissions in work. This integration of Google Chat and Asana is a powerful means of centralizing information management by converting conversations directly into tasks. This allows you to set up an environment where daily interactions can immediately lead to the next action, thus streamlining the workflow.
By using Google Chat to share task content and priorities, you can efficiently share the recognition of urgent tasks. In situations where urgent action is needed, sharing the Asana task link via Google Chat allows everyone to immediately understand the content.
This method eliminates the need for emails or additional explanations, preventing misunderstandings among members. For instance, if you want to prioritize a task responding to customer requests, sharing it with detailed information from Asana via Google Chat allows everyone to quickly recognize which task is the top priority.
Furthermore, this system not only helps the person in charge to immediately start working on the task but also clearly communicates the priority to other members, thus improving the overall progress of tasks. Especially in projects where task reordering frequently occurs, this integration becomes an essential tool to keep operations smooth.
By leveraging the integration of Google Chat and Asana, the entire team can share the latest information on task creation. In this flow, registering tasks from conversations in Google Chat prevents information from being scattered and centralizes business information within Asana.
For example, if a message like "Please register this customer inquiry as a response task" is posted on Google Chat, the flow automatically registers it as a task in Asana. As a result, all tasks are consolidated within Asana, allowing members other than the registrant to grasp the latest task status just by checking Asana.
Since task updates and progress management are centralized in Asana, the entire team naturally shares the latest information using Asana without needing to send individual notifications. This allows you to reflect Google Chat interactions into Asana without waste, preventing project stagnation.
From here, we will proceed with setting up the flow using Yoom. This flow involves "adding content posted on Google Chat to Asana."
First, set up Google Chat with "When a message is sent to the space".
On the first page, the Google Chat account information linked with My App is reflected.
You can change the title, so please proceed to the next step after making any necessary changes.
On the next page, set the trigger interval.
The trigger interval can be selected from 5 to 60 minutes, but please note that the selectable time varies depending on the plan.
Once input is complete, send a test message in Google Chat and click "Test".
If the test is successful, values will be reflected in the "Output" section.
In practice, specific values such as the message content sent in the test and creation date are reflected next to each item in the above image.
Once confirmed, click "Save".
This output is obtained each time a message is sent in Google Chat, and the values change accordingly.
Let's proceed to the next setting to notify Asana of these dynamic values.
Next is "Extract Data from Text".
First, set up the action.
On this screen, you can only modify the title, so proceed to the next step as is.
On the next screen, set up for data extraction.
Basically, the text to be extracted is only the message content from Google Chat, so select it from the output.
Once set, click "Test" to verify if the message content from Google Chat is correctly read.
If the test is successful and the summary of the message content is obtained next to the output "Task Name", click "Save" to complete the data retrieval setup.
The final setup is "Add Task".
On the first page, verify account information and modify the title as with Google Chat, then proceed to the next step.
Next, set the details of the task to be added.
Each item reflects the output.
Task Name: Output obtained in the "Extract Data" flow (summarized task name)
Task Description: Message content sent to Google Chat
After selecting the Project ID and Section ID, click "Test" to check for any errors.
If the test is successful, click "Save" to complete all settings.
Finally, turn on the trigger to activate the flow.
With this, tasks are automatically added to Asana from messages posted in Google Chat.
Automatically notifying overdue tasks in Google Chat helps reduce the risk of missing important tasks. This setup is ideal for teams with many projects or for those who struggle with task deadlines. It provides an opportunity to reassess task priorities, leading to smoother overall workflow.
This setting sends a notification to Google Chat every time a task is registered in Asana. This allows the entire team to be aware of when tasks are added, streamlining the workflow. It is especially useful for projects that require real-time information sharing.
This is an automated workflow that summarizes received emails using AI, allowing you to easily check them on Google Chat. It enhances the efficiency of information verification in tasks dealing with a large volume of emails and reduces the possibility of missing important matters. This system is also expected to save time and improve concentration.
By integrating Google Chat and Asana with Yoom, you can create an environment where message content is automatically added as tasks in Asana.
This system can be easily set up without programming knowledge, providing powerful support for centralizing information management while reducing the workload. Additionally, by making task registration accurate and smooth, it helps prevent omissions in work and is expected to improve the efficiency of the entire team.
There is also a two-week free trial, so register with Yoom first and experience its convenience. With simple operations, the potential to reduce daily work burdens expands.
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