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Launch this workflow to connect
Microsoft Excel &
Asana
!
■Overview
Do you manage tasks in Asana and then manually transfer the details to Microsoft Excel to create progress tracking sheets, while struggling with duplicate data entry and missed updates? With this workflow, whenever a task is created or updated in Asana, the corresponding Microsoft Excel record is automatically updated based on your specified conditions. Reduce manual data entry and streamline your task management processes.
■Who Is This Template For?
- Those who use Asana and Microsoft Excel together and spend significant time manually transferring data
- Project managers who want task progress and other details reflected in tracking sheets in real time
- Those who want to automate the integration between Asana and Microsoft Excel and reduce human error
■Benefits of Using This Template
- When a task is updated in Asana, the details are automatically reflected in Microsoft Excel, reducing the time spent on manual data entry.
- Prevent human errors such as manual entry mistakes and missed updates, enabling accurate data management.
■Flow Bot Workflow
- First, connect Asana and Microsoft Excel to Yoom.
- Next, select Asana as the trigger and set the action to “When a task is created or updated in a specific project.”
- Then, set the Microsoft Excel “Retrieve records” action in the operation and identify the record corresponding to the Asana task information.
- Next, use the operation’s “Branch” feature to continue to the subsequent steps only when specific conditions are met.
- Finally, set the Microsoft Excel “Update record” action in the operation and update the information in the identified record.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization Options
■Customization Options
- In the Asana trigger settings, specify the ID of the workspace or project you want to use as the starting point for the integration.
- Set branching conditions based on your workflow, such as task status, assignee, or due date.
- Choose which information to send to Microsoft Excel, such as the Asana task name, details, or custom fields.
■Notes
- Connect both Asana and Microsoft Excel to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- For information on configuring operations that work with Microsoft Excel databases, see Configuring Operations for Working with Excel Databases.
- Branching is an operation available on the Personal plan and above. On the Free plan, configured flow bot operations using branching will result in an error.
- Paid plans, such as the Personal plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted. For details, see the Plans and Pricing page.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a New Task Is Added to a Specific Project
When a New Task Is Added to a Specific Section
When a Task in a Specific Project Is Completed
When a Task in a Specific Section Is Completed
When a Task Is Created or Updated in a Specific Project
When a Task Is Created or Updated in a Specific Section
When a Project Is Created (Webhook)
When a Specific Object's Status Is Updated
When a Specific Project Is Updated (Webhook)
When a Comment Is Posted on a Specific Task (Webhook)
Flowbot operations
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)
Flowbot triggers
When a New Task Is Added to a Specific ProjectWhen a New Task Is Added to a Specific SectionWhen a Task in a Specific Project Is CompletedWhen a Task in a Specific Section Is CompletedWhen a Task Is Created or Updated in a Specific ProjectWhen a Task Is Created or Updated in a Specific SectionWhen a Project Is Created (Webhook)When a Specific Object's Status Is UpdatedWhen a Specific Project Is Updated (Webhook)When a Comment Is Posted on a Specific Task (Webhook)
Flowbot operations
List All ProjectsList Projects in a Specific TeamCreate ProjectGet Project Task CountsAdd Members to ProjectList Sections in a Specific ProjectGet Section DetailsCreate SectionList Tasks in a Specific ProjectList Tasks in a Specific SectionAdd TaskGet Task DetailsGet Task List for a Specific UserGet Workspace ListAdd User to WorkspaceAdd User to TeamMark Task as CompleteUpdate TaskMove Task to SectionAdd SubtaskDuplicate TaskAdd Collaborators to TaskRemove Collaborators from TaskUpdate Task Custom FieldsCreate Project from Project TemplateDelete TaskGet User InformationGet List of Overdue Tasks in a Specific SectionGet List of Overdue Tasks in a Specific ProjectAdd Comment to TaskGet List of SubtasksAttach FileGet List of UsersSearch TasksGet Attached File InformationGet File Download URLDownload FileUpdate ProjectList Project TemplatesList Teams in WorkspaceAdd Task to SectionUpdate Enum Custom Field OptionsList Custom Field SettingsList SectionsUpdate Task Date Custom Field (Date Only)Update Task Date Custom Field (with Time)Archive ProjectCreate Status UpdateGet Portfolio ListGet Goal ListGet Status UpdateGet Goal DetailsRetrieve Status Update History for a Specific ObjectAdd Task (Without Specifying Project or Section)Get Team Member InformationGet Task CommentsMore inspiration for you
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