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How to Turn Your Asana Project Management System onto Autopilot

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Content provided by Sarah Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Episode #135: How to Turn Your Asana Project Management System onto Autopilot

You’ve got your Asana projects set up. Tasks are organized. Deadlines are in place.

But now it’s time for the fun part — making it run itself.

This is Part 3 of our Automated Systems That Scale mini-series, where I walk you through the real tools and workflows I recommend to take work off your plate — not add more to it.

In this episode of Tech Savvy 101: AI & Automation Made Simple, we’re diving into the next level of Asana: multi-trigger rules, cross-project workflows, and automations that handle the busywork behind the scenes.

✨ NOTE: This episode is part of the Automated Systems That Scale mini-series, where we're exploring how the right project management system can transform your business from manual and chaotic to automated and streamlined. Throughout this series, I'll show you exactly how to leverage Asana's powerful automation and AI capabilities to create systems that run your business for you.

IN THIS EPISODE, I COVER:

➔ How to use multi-trigger and multi-action rules to automate complex workflows
➔ How to trigger automation using custom fields (perfect for client tracking and content workflows)
➔ How to streamline your cross-project operations, assign work based on capacity, and automate client updates

RESOURCES:

📌 Make (for no-code Asana API automation)
📌 Asana – Free and paid plans available
📌 Join the AI Evergreen Content Machine Waitlist
📌 Done-For-You Custom GPT Builds

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #133: How to Automate 24 Hours of Work Each Week Using Asana
🎙️ Episode #134: Setting Up Asana for Small Business: Automation Rules That Save Time
⏱️ TIMESTAMPS:

01:10 – Exploring Multi-Trigger Rules
04:23 – Multi-Action Rules for Streamlined Processes
06:08 – Custom Fields as Automation Triggers
07:46 – Leveraging Developer Tools and APIs
09:32 – Cross-Project Workflows for Seamless Operations
12:14 – AI-Powered Resource Management
14:08 – Automating Client Communications
16:02 – Conclusion and Next Steps

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

LET'S CONNECT
📺
YouTube
📱 Instagram
🖥️ Website
💻 Facebook Group
SUBSCRIBE & REVIEW
Loved this episode?
Please leave a review! If today’s episode got you excited about simplifying your systems and embracing AI, be sure to hit subscribe so you don’t miss future episodes!

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 483088123 series 3613167
Content provided by Sarah Baker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah Baker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Episode #135: How to Turn Your Asana Project Management System onto Autopilot

You’ve got your Asana projects set up. Tasks are organized. Deadlines are in place.

But now it’s time for the fun part — making it run itself.

This is Part 3 of our Automated Systems That Scale mini-series, where I walk you through the real tools and workflows I recommend to take work off your plate — not add more to it.

In this episode of Tech Savvy 101: AI & Automation Made Simple, we’re diving into the next level of Asana: multi-trigger rules, cross-project workflows, and automations that handle the busywork behind the scenes.

✨ NOTE: This episode is part of the Automated Systems That Scale mini-series, where we're exploring how the right project management system can transform your business from manual and chaotic to automated and streamlined. Throughout this series, I'll show you exactly how to leverage Asana's powerful automation and AI capabilities to create systems that run your business for you.

IN THIS EPISODE, I COVER:

➔ How to use multi-trigger and multi-action rules to automate complex workflows
➔ How to trigger automation using custom fields (perfect for client tracking and content workflows)
➔ How to streamline your cross-project operations, assign work based on capacity, and automate client updates

RESOURCES:

📌 Make (for no-code Asana API automation)
📌 Asana – Free and paid plans available
📌 Join the AI Evergreen Content Machine Waitlist
📌 Done-For-You Custom GPT Builds

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #133: How to Automate 24 Hours of Work Each Week Using Asana
🎙️ Episode #134: Setting Up Asana for Small Business: Automation Rules That Save Time
⏱️ TIMESTAMPS:

01:10 – Exploring Multi-Trigger Rules
04:23 – Multi-Action Rules for Streamlined Processes
06:08 – Custom Fields as Automation Triggers
07:46 – Leveraging Developer Tools and APIs
09:32 – Cross-Project Workflows for Seamless Operations
12:14 – AI-Powered Resource Management
14:08 – Automating Client Communications
16:02 – Conclusion and Next Steps

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

LET'S CONNECT
📺
YouTube
📱 Instagram
🖥️ Website
💻 Facebook Group
SUBSCRIBE & REVIEW
Loved this episode?
Please leave a review! If today’s episode got you excited about simplifying your systems and embracing AI, be sure to hit subscribe so you don’t miss future episodes!

  continue reading

36 episodes

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