Flowsana: workflow automation for your Asana projects

@Phil_Seeman. Awesome work… Time to expand my Flowsana rule set…

Jason…

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More Flowsana Updates

Flowsana has some new updates to let you know about… plus a bit of news about an upcoming hotly-requested feature…


Dynamic Duration Workflows

  • Previously Flowsana always skipped weekends when calculating and assigning task dates. Now there is a Skip Weekends option; you can uncheck it if you want to include weekend days in your workflow.
     
  • When you marked a task complete, Flowsana always adjusted the dates of its dependent tasks to that completion date. Now there is an Adjust Dates of Dependents on Task Completion option; uncheck it if you don't want this behavior for a workflow.
     
  • Some inconsistencies occurred when you manually updated a task's start or due date. You can still manually change the start and/or due date of a dependent task. However, once you do, that task is now under your manual control and will no longer be changed automatically by Flowsana. If you want to adjust a task and still keep it under workflow control, the way to change it is to adjust its Duration and/or Lag Time fields; if you do that, it will remain under automatic control.
 

Auto-Assign Workflows

  • Just as with Dynamic Duration workflows, you can choose to include weekend days in a workflow by unchecking the Skip Weekends option.
 

Rules: New Condition


A new rule condition has been added:
 
  • When a new form is submitted...
     

What's that - Subtasks, you say?


One of the biggest requests I hear is, "Will Flowsana work with subtasks? I want to include subtasks among my dependent tasks" or "I want to build a rule that applies to subtasks".

I'm excited to announce that work to fully support subtasks in Flowsana is underway! I expect it should be available in the next month or so. "Watch this space" for more details soon.

Hey @Phil_Seeman what kind of install base do you have?

More than a few. :wink:

I guess I’m old-school; since Flowsana is privately-held, I don’t typically discuss business metrics. But it’s doing really well and growing consistently - and there’s some cool new stuff coming later this year.

Most companies are excited to show their growth. Just curious as to the future. Is Flowsana growing and worth introducing to clients that needs these extras or was it just a fad and not really supported moving forward. You literally only had 2 blogs in 2020.

Not bad questions to want answers to.

Thanks Phil!

That’s because I spend all my time on engineering and support and not sales/marketing - and mostly because I suck at sales/marketing! :laughing:

A fair point.

Flowsana started in early 2019; at the beginning, adding on average 3 new subscribing customers per month. It’s now at a little over 340 subscribing customers and currently adding on average 20 new customers per month. (And that’s with little marketing…)

And as I mentioned, there are some exciting Asana things happening this year which Flowsana is poised to take full advantage of!

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Thanks Phil!!

there are some exciting Asana things happening this year which Flowsana is poised to take full advantage of!

Such as the store? Or is there something else?

@Getz_Pro I’m afraid I’m under an NDA, can’t say more.

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Hello - I hope this is a quick question - but right now we are limited to 20 “rules” that can be applied to a project. Would Flowsana circumvent this and allow us to add more rules/automation to a single project?

Hi @Mandy_Wallace and welcome to the forum!

It is indeed a quick question with a short answer: YES.

Flowsana’s rules don’t have a limit per project - you can add more than 20.

(You can also use Flowsana rules in conjunction with Asana rules; just be careful you aren’t overlapping functionality if you do that.)

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@Phil_Seeman Question for you. Does Flowsana allow for email notifications when there is a task status change? i.e. Goes from form submission, to working, etc. Is there any functionality that allows for the submitter to be notified? Just curious. Thank you!

Hi @Jason_Rojas and welcome to the community!

Question for you, so I can provide an accurate answer: in your case, does the submitter have an Asana account, or is it someone completely external to Asana?

Thank you for the welcome! So both, but more external submitters if that makes sense. More concerned about the external, non-Asana users.

OK.

So currently, the way Flowsana works in terms of notifying form submitters is that you can choose to have Flowsana automatically add the form submitter as a collaborator on the task that’s created from the form submission. Then you have the full power of Asana for configuring notifications for task collaborators.

This approach means that the submitter has to be an email address of an existing Asana user in your organization, since collaborators can only be Asana users.

However, we’re planning to enhance Flowsana’s rules capability so that you’ll be able to automate email notifications to go to an email address; that will give you the ability to notify external form submitters when any rule condition (like a change to a Status custom field) is triggered. “Watch this space” regarding that feature (the current plan is to have it available in the next 2 to 3 weeks).

@Phil_Seeman That’s perfect. Thank you so much. Last question (for now), I swear! I believe I read it above, but as far as licensing for Flowsana. I manage my team’s Asana space. I’m not an admin and part of a larger org that uses Asana. But I want to create automation for my team, along with the form responses. Would we only need one license or more in order to build out the automation if I’m the only one doing so?

No worries, please ask as many questions as you need!

Flowsana charges for “Billable Users”, where that’s full Asana users (i.e. guests are free, not charged) in teams that have workflow-enabled projects. So most likely given your description, you would be charged for the users in your team, but not for any other users in the organization outside of your team. There’s some additional info and FAQs about Flowsana pricing and billing here.

@Phil_Seeman Perfect. Thank you so much for all your help. Very much appreciated.

@Phil_Seeman is there an automation in Flowsana that allows for the removal of collaborators or assignees once a trigger is met?

I have some projects that have guest collaborators but I want them to be removed once task moves to a new section (or once a selection is made on a dropdown field).

Any information would be helpful!

Thanks!

Hi @Sam_Stern1,

Half yes, half no. :slight_smile: Flowsana has an “unassign task” rule action so yes, can remove the assignee based on any trigger. There’s not currently a rule action to remove collaborators, though - it’s something I’ve thought about and should probably add!

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Hey @Phil_Seeman one more question, is there a rule in Flowsana that can duplicate a task and give it a particular name, details, and collaborators?

In other words I’m looking for something that will duplicate the task when a trigger is met (so result will be two identical tasks that are not linked in any way to each other).

Any info would be very helpful. Thanks!