Analyze new tasks in a specific Asana project and add contacts to a Mailchimp audience

■Overview

Are you manually adding new leads from Asana to your Mailchimp contact list based on related tasks? As the number of leads grows, this process becomes increasingly time-consuming and can lead to human errors such as incorrect entries or missed registrations. With this workflow, you can seamlessly automate the integration between Asana and Mailchimp. When a task is added to a specific project, AI analyzes its content and automatically adds the lead as a Mailchimp contact.

■Who This Template Is For

• Anyone manually adding lead information registered in Asana to a Mailchimp audience
• Anyone struggling with data entry errors or omissions when transferring data between Asana and Mailchimp
• Anyone looking to streamline the lead nurturing process from task management through newsletter distribution

■Benefits of This Template

• Reduce manual work by automatically registering contacts in Mailchimp when a task is added to Asana
• Prevent human errors such as incorrect email addresses or missed registrations by eliminating manual data transfer

■How the Flowbot Works

1. First, connect Asana and Mailchimp 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, select the AI feature “Extract text” as an operation to extract information such as names and email addresses from the task details
4. Next, set up the AI feature “Generate text” as an operation to generate tags for Mailchimp based on the extracted information
5. Finally, set up Mailchimp’s “Add contact to audience” action as an operation, link the extracted and generated information, and add the contact

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

‍■Customization Options

• In the Asana trigger settings, select the project you want to monitor
• For AI text extraction, specify the information you want to extract from Asana task details, such as names and email addresses
• For AI text generation, freely customize the prompt—for example, to generate Mailchimp tags based on task details. Please note that the number of tasks consumed varies depending on the length of the prompt
• When adding contacts to Mailchimp, you can select the audience to add them to. You can also enter fixed values in each field or insert information obtained from previous operations as variables

■Important Notes

• Connect both Asana and Mailchimp 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.