When a specific task is created in Asana, create a folder in Microsoft SharePoint and update the task

■Overview

Do you find it time-consuming to create folders and manually transfer information each time you manage tasks in Asana and store related documents in Microsoft SharePoint? With this workflow, you can automate the integration between Asana and Microsoft SharePoint. Whenever a specific task is created in Asana, the required folder is automatically created in Microsoft SharePoint, and the folder information is added to the Asana task.

■Who Should Use This Template

• Teams that use both Asana and Microsoft SharePoint and want to eliminate duplicate data entry
• Teams that want to automate the connection between task and file management to improve project productivity
• Teams that want to prevent errors and omissions in manually transferring information and improve operational accuracy

■Benefits of This Template

• From creating a task in Asana to creating a folder in Microsoft SharePoint and updating the task, the entire process is automated, reducing the time spent on manual work.
• Prevent human errors such as missed folder creation and incorrect transcription of related information, helping improve operational reliability.

■Flowbot Steps

1. First, connect Asana and Microsoft SharePoint to Yoom.
2. Next, select Asana as the trigger and set the action to “When a new task is added to a specific project.”
3. Then, configure the branching feature in the operation step to branch subsequent processes based on specific conditions.
4. Next, select Microsoft SharePoint in the operation step and set the action to “Create a folder.”
5. Finally, select Asana in the operation step and set the action to “Update a task” to add information such as the created folder to the task.

※“Trigger”: An action that initiates the flow. “Operation”: An action that performs processing within the flow after the trigger is activated.

■Customization Options

• In the Asana trigger settings, specify the workspace ID and project ID that you want to include in the automation.
• With the branching feature, you can set conditions to branch subsequent processes based on information retrieved from Asana, such as the task name and assignee.
• When creating a folder in Microsoft SharePoint, specify the destination site and parent folder. You can also use the Asana task name as a variable for the folder name.
• When updating the Asana task, you can use the URL of the created Microsoft SharePoint folder as a variable and configure the workflow to automatically add it to the task description or another field.

■Notes

• Connect both Asana and Microsoft SharePoint to Yoom.
• You can select 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 home and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in Flowbots that use branching will result in an error.
• Paid plans such as the Mini plan include a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.