When a page is created in Confluence, use AI to retrieve its details and create a task in Asana

■Overview

After creating meeting notes or specifications in Confluence, manually creating the related tasks in Asana is not only time-consuming but can also lead to issues such as transcription errors and missed tasks. With this workflow, whenever a page is created in Confluence, AI analyzes its content and automatically creates tasks in Asana, eliminating the effort and human errors involved in transferring information.

■Who This Template Is For

• Teams using Confluence and Asana that struggle to connect document creation with task management
• Teams looking to improve project execution because tasks are often missed after documents are created
• Teams looking to automate manual information transfer and improve productivity across the organization

■Benefits of This Template

• Automate the process from creating a page in Confluence to creating a task in Asana, reducing the time spent manually transferring and registering information.
• Prevent human errors such as missed tasks and incorrect entries, improving the accuracy of task management.

■Workflow Overview

1. First, connect Confluence and Asana to Yoom.
2. Next, select Confluence as the trigger and set the action to “When a page is created.”
3. Then, set the Confluence “Get a page” action as an operation to retrieve information from the newly created page.
4. Next, set the AI feature’s “Extract data from text” action as an operation to extract the information needed for the task from the page content.
5. Finally, set Asana’s “Add a task” action as an operation to create a task based on the extracted information.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger runs.

■Customization Options

• For the AI feature action, you can define the fields to extract from the Confluence page, such as the task name, assignee, and due date.
• For Asana’s “Add a task” action, you can specify the project and section where the task will be created. You can also insert values retrieved from Confluence or the AI feature in previous steps into the task name and description.

■Notes

• Connect both Confluence and Asana to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.