Managing tasks can be challenging, especially when you have to register tasks notified on Slack into Asana. Not only does it take time and effort, but missing a message can lead to overlooked tasks, making it a stressful process.
In this article, we will introduce a method to automatically register messages posted on Slack as tasks in Asana!
You can easily set it up without any coding, and automate your work immediately, so be sure to give it a try.
Recommended for
Those who use Slack and Asana regularly
Those who register messages posted on Slack as tasks in Asana
Those who want to integrate Slack and Asana to prevent missing task additions
For those who want to try it immediately
In this article, we will introduce a method of integration using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can start right away using the template below, so please give it a try!
From here, we will set up an integration flow using Yoom's template to add content posted on Slack as a task in Asana.
How to Add Content Posted on Slack as a Task in Asana
When a message is posted on Slack, you can receive that information using the Slack API and add it as a task in Asana via Asana's API. By utilizing the no-code tool Yoom, you can easily achieve automation without programming knowledge.
The steps for this integration flow are broadly as follows:
Integrate Slack and Asana with My Apps
Copy the template
Set triggers and actions
Finally, check if the trigger is activated
Preparation
1) First, access Yoom's official website and create an account. Yoom Account Creation Page If you already have an account, please log in.
Step 1: Integrate Slack and Asana with My Apps
1) Once logged into your Yoom account, register the apps you will use next. Click "My Apps" and select "Add".
2) A list of apps that can be connected with Yoom will be displayed, so search for "Slack" and "Asana" in the search box.
After selecting Slack, choose the destination to post and click "Allow".
Similarly, after selecting Asana, log in with the account you will use.
3) Once registration is complete, an icon will be displayed in My Apps. Check if the icon of the registered app is displayed correctly.
2) The following confirmation screen will appear, so please click "OK".
When this screen appears, the copy has been completed successfully.
After copying, you can click on the title and details to edit them. There is a "!" icon displayed on the right side, so click on them in order to set the operations. The template will be saved in "My Projects".
Step 3: Set the Trigger
Click on "App Trigger: When a new message is posted in the channel".
Step 4: Set Slack Action
1) Select the action "When a new message is posted to a channel" and click "Next".
2) Please enter the required fields. The trigger interval varies depending on the subscription plan, but a shorter setting is generally recommended. Refer to this for details on each plan. List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help) You can select the channel ID from the suggestions. Once the input is complete, click "Test", and after a successful test, click "Save".
Step 5: Set Asana Action
1) Return to the flow and click on the "Integrate with App: Add Task" icon.
2) Select the action "Add Task" and click "Next".
3) Enter the required information.
You can use the retrieved values from Slack for input.
Select from the retrieved value if necessary, and once the input is complete, click "Save".
This completes the flow of 【Add the content posted on Slack as a task in Asana】.
Step 6: Test and Verify
Once the setup is complete, the following display will appear, so click "Turn on Trigger". Start the flow bot and verify that it operates correctly.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Slack and Asana.
If you find something interesting, please give it a try!
Automation Examples Integrating Slack and Asana
It is possible to set up integrations such as notifying Slack of overdue tasks in Asana or notifying Slack when tasks in a specific Asana project are completed. Additionally, you can notify Slack of tasks in Asana that are due today.
Notify Slack about tasks in Asana that are due today.
■Overview When inquiries or applications are submitted via forms on websites created with Wix, sharing with the person in charge may be delayed or responses may be missed. Manual checks and notifications via copy and paste are not only time-consuming but also a source of human error. By using this workflow, when a form is submitted in Wix, a notification is automatically sent to the specified Slack channel, enabling swift initial responses and preventing missed sharing.
■Who we recommend this template for ・Web managers who want to streamline handling inquiries from forms on websites created with Wix ・Those who want to share lead information and other data sent from forms in Slack in real time to respond quickly ・Those who want to resolve issues such as missed communications or delays caused by manual information sharing
■Notes ・Please connect Wix and Slack with Yoom respectively.
■Overview Isn't it a hassle to share inquiries or survey responses received via Google Forms with stakeholders each time? Manual sharing can lead to delayed handling or missed information. By leveraging this workflow, as soon as a response is submitted to Google Forms, it can automatically notify the specified Slack channel, enabling fast and reliable information sharing and improving the quality of follow-up.
■Recommended for ・Those who want to quickly share responses received via Google Forms with the team on Slack ・Those who find manual information sharing burdensome and want to prevent missed or delayed notifications ・Team leaders who want to speed up the transition to the next action based on the form response content
■Notes ・Please integrate Yoom with both Google Forms and Slack. ・You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval depends on your plan. ・For how to retrieve response contents when using Google Forms as a trigger, please see below. https://intercom.help/yoom/en/articles/6807133
■Overview The "Summarize meeting content and post to Slack after Google Meet ends" flow is a business workflow that streamlines the recording and sharing of online meetings. When a meeting on Google Meet ends, Yoom automatically transcribes the meeting audio into text, generates a summary using AI, and automatically posts the content to a designated Slack channel. This allows the meeting content to be easily shared with the entire team, preventing information leaks and duplication.
■Recommended for ・Business professionals who frequently use Google Meet and find it cumbersome to share meeting content ・Managers who want to facilitate smooth information sharing within the team using Slack ・Employees who do not want to spend time creating minutes after meetings ・Companies looking to improve communication efficiency in a remote work environment ・Those who want to achieve centralized information management and enhance team productivity
■Notes ・Please integrate Yoom with both Google Meet and Slack. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・The AI operations for OCR or transcribing audio are available only in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview This is a flow that notifies Slack when a file is uploaded to Box. With Yoom, you can easily connect apps without programming.
■Recommended for 1. Companies using Box for file management ・For those who share files with Box as a team and want to quickly know when they are uploaded ・For those who want to receive notifications every time a new file is stored and ensure smooth information sharing
2. Companies that have introduced Slack as an internal chat tool ・For those who use Slack daily and want to always check the latest file information ・For project managers who want to grasp the work status of team members in real-time
■Notes ・Please connect Yoom with both Box and Slack.
■Overview The "Notify Slack when a file is uploaded to Dropbox" workflow leverages the integration between Dropbox and Slack to automate file sharing and team communication. Whenever a new file is added to Dropbox, a notification is sent to Slack, allowing all team members to quickly grasp the latest information. This eliminates information sharing time lags, strengthens team collaboration, and improves work efficiency.
■Who this template is recommended for: ・Those who use Dropbox on a daily basis and want to streamline file sharing ・Administrators and team leaders who want to enhance team communication using Slack ・Project managers who want to receive immediate notifications when files are uploaded ・IT personnel who want to automate work by integrating various SaaS applications ・Business professionals who spend time on manual notifications
■Notes ・Please integrate both Dropbox and Slack with Yoom.
This is a flowbot that automatically adds a card to Trello when a task is added to Asana. Please use it when synchronizing information between Asana and Trello.
■Overview The "Automatically register emails with a specific Gmail label as tasks in Asana" flow is a business workflow that seamlessly integrates email management with task management.
■Recommended for ・Asana users who want to efficiently manage tasks with emails received in Gmail ・Business people spending time manually transcribing emails into tasks ・Project managers who want to unify task management within their team and facilitate information sharing ・IT personnel who wish to automate business workflows using Yoom ・Business operators who want to enhance the linkage between emails and tasks to optimize business processes
■Notes ・Please connect both Gmail and Asana with Yoom. ・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be aware.
■Summary When you manage tasks in Asana and copy their contents to Google Sheets to create progress tracking sheets, do you find manual double entry cumbersome? Manual transcription can also cause input errors and missed updates. By using this workflow, when a new task is added to Asana, information is automatically added to the specified Google Sheet, improving the efficiency of task management.
■Recommended for ・Those who manage tasks using both Asana and Google Sheets ・Project managers who find double entry and transcription of task information burdensome ・Those who want to eliminate manual input errors and missed updates to improve data accuracy
■Notes ・Please connect Yoom with both Asana and Google Sheets. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest available interval varies by plan.
■Overview If you manage tasks in Asana and consolidate project information in Notion, do you find entering and transcribing information into both to be a hassle? This manual work not only takes time but also tends to cause omissions and mistakes. By using this workflow, when a new task is added to a specific project in Asana, the information is automatically synced to a Notion database, streamlining the link between task management and information consolidation and improving operational efficiency.
■Recommended for ・Those who use both Asana and Notion and find double entry of task information burdensome ・Project managers who want to eliminate omissions and errors caused by manual transcription of information ・Those who want to more efficiently share tasks within the team and centrally manage information
■Notes ・Please connect Yoom with both Asana and Notion. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
Benefits and Examples of Integrating Slack with Asana
Benefit 1: Improved Work Efficiency
By automatically registering content posted on Slack as tasks in Asana, manual transcription of information becomes unnecessary. This creates more time for other tasks, leading to improved work efficiency. For example, even if multiple tasks are posted consecutively on Slack during a project, they are automatically registered in Asana, allowing team members to focus on handling tasks. As a result, tasks can be completed efficiently, steadily bringing you closer to achieving your goals.
Benefit 2: Prevention of Task Overlook and Duplication
When multiple tasks are posted on Slack, there is a risk of missing task registration. By utilizing automation, tasks are automatically added to Asana, preventing missed or duplicate responses. This not only enables accurate task management but also reduces the need for checking and correcting omissions. Therefore, it can simultaneously reduce the burden on both leaders and team members.
Benefit 3: Centralized Information Management
By automatically registering Slack posts in Asana, instructions and ideas from chats are consolidated in Asana. This makes it convenient to check the same information on both Slack and Asana. For instance, if a new project idea is posted on Slack during a meeting, it is automatically registered as a task in Asana, making it easier for both meeting participants and non-participants to grasp the tasks smoothly. Managing the same information on both Slack and Asana can also facilitate smoother information sharing.
Conclusion
This time, we introduced the flow of adding content posted on Slack as tasks in Asana. By automatically registering Slack posts as tasks in Asana, you can prevent errors caused by manual transcription of information. This is expected to prevent information leaks and task duplication while improving work efficiency. Additionally, centralized information management can lead to smoother information sharing among team members.
By utilizing Yoom, you can easily introduce automation without coding, allowing you to improve your team's workflow immediately. Take this opportunity to try integrating Slack and Asana!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
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