Summarize new tasks added to an Asana project and notify Microsoft Teams

■Overview

If you use Asana for project management and Microsoft Teams for communication, you may find yourself spending time manually copying and sharing task updates.
This workflow solves that problem by connecting Asana with Microsoft Teams. When a new task is added to an Asana project, AI automatically summarizes the task details and sends a notification to the specified Microsoft Teams channel. This helps prevent missed or delayed updates and improves operational efficiency.

■Recommended for

• Project managers who use Asana and Microsoft Teams and want to streamline task sharing
• Those who manually notify Microsoft Teams about Asana updates and want to reduce the effort involved
• Team leaders who want to improve information sharing across their team and prevent mistakes such as overlooked tasks

■Benefits of using this template

• Automatically notify Microsoft Teams when a task is added to Asana, reducing the time and effort required to share and review information.
• Prevent human errors such as missed notifications and transcription mistakes caused by manual information sharing, helping improve task management accuracy.

■Workflow steps

1. First, connect Asana and Microsoft Teams to Yoom.
2. Next, select Asana as the trigger and set the action to “When a new task is added to a new project.”
3. Then, select “Summarize” under AI features in Operations and configure it to summarize the task details retrieved by the trigger.
4. Finally, set the Microsoft Teams “Send a message to a channel” action in Operations and send the summarized content to the specified channel.

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

■Customization options

• In the action for sending a message to Microsoft Teams, you can specify the destination channel and team.
• Customize the notification message by incorporating not only fixed text but also variables such as the task name retrieved from Asana and the AI-generated summary.

■Notes

• Connect both Asana and Microsoft Teams 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.
• Microsoft365 (formerly Office365) offers plans for home use and business use (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.