As a result of sending my latest newsletter on Asana, I received a dozen messages (Asana tasks created from my contact form). And for every lead, I always followed the same steps: add our assistant as a collaborator so she can see the task, and assign her on a subtask to create the lead in our CRM.
After doing those steps 3 times, I was like “are you dumb or what? you need to automate this”. Here’s what I did:
- create a project “Create the lead (automation)” and made it private
- added a rule “when a task is added to the project, add Julie as a collaborator + create a subtask with instructions”
- every time a new lead comes in, I multi-home the task into this private project and the rule kicks in
How cool is this?
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