Automating Tasks & Meeting Invites Based on Asana Form Submissions

[Nik_Ken]

Hi everyone,

I’m trying to set up an automation flow using an Asana form and could use some guidance.

Here’s what I’m aiming to do:

1. Form Submission: I’m using an Asana form to collect information. When the form is submitted, it automatically creates a task in the section it’s connected to — which is great.
2. Trigger a Secondary Task: I’d like to know if it’s possible to automatically create a second task in a different section of the same project (or even a different project), based on that form submission. Ideally, this second task would pull the due dates from the form submission (there might be more than one).a
3. Microsoft Outlook Integration: Once that due date is populated, I’d like to know if there’s a way to automatically generate an Outlook calendar invite for that date and time — ideally without manual intervention.

Has anyone implemented something similar using Asana’s built-in automation, rules, or third-party integrations (like Microsoft Power Automate)?

Would love to hear any suggestions or workflows that might make this possible.

Thanks in advance!

[Jeremy_Long]

Hi @Nik_Ken, welcome to the forum!

First, I would set up a custom field called “Task #” as a single-select field with options 1 and 2.

From there, you can accomplish what you’re aiming for by creating two rules:

Rule 1

• When: Task is added to the project via form

• Do this: Create a task

  • Set the task name

  • Set the due date to the custom field date from the form

  • Set any custom fields, including task description (if desired)

  • Set the “Task #” field to 2

Rule 2

• When: “Task #” is changed

• Check if: “Task #” = 2

• Do this:

  • Move the task to the desired section

  • Add another action: External actions → Create a calendar event