How to Add Content Posted on Slack as a Task in Asana

1) First, click on the "Try this template" icon.

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.

Here is the template used this time

Other Automation Examples Using Slack and Asana

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.

Example of Automation Using Slack

Notify Slack of Form Submissions

Automatically notify Slack of responses submitted through Google Forms or HubSpot forms.

Post a summary of the meeting content to Slack after the web meeting ends

After a web meeting ends on Google Meet or Zoom, transcribe and summarize the content, then automatically notify Slack.

Notify Slack when a file is saved to cloud storage

Automatically notify Slack when a file is saved to Google Drive or similar services.

Automation Example Using Asana

Add tasks to other project management apps when added to Asana

Automatically add tasks to Trello, Jira Software, etc., when a task is added to Asana.

Register a task in Asana when an email is received

Automatically register a task in Asana when you receive an email in Gmail or Outlook.

Register new tasks added to Asana in the database

When a new task is added to Asana, it will be automatically added to Google Sheets or Microsoft Excel.

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!