Weekly
Turn your weekly sales sheet into Asana tasks
Every Monday the top five actions from your sales or stock sheet are created as Asana tasks assigned to you, with a summary email.
- Runs
- Weekly
- Apps
- Asana, Google Sheets
- AI
- Yes, uses the built-in AI allowance
- Access
- Sheets read; Asana write
Send this to your assistant
Create a ClickRuntime automation: every Monday, read my sales sheet, list the top 5 actions I should take this week, create them as Asana tasks assigned to me, and email me the summary.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
The owner of an online homeware shop tracks weekly sales and stock levels in a Google Sheet. Monday is meant to be planning day, but she spends the morning staring at numbers trying to decide what matters: which products to reorder, which ones to discount, which supplier to chase. By the time she decides, half the day has gone.
This automation reads the sheet every Monday, picks the five actions most worth taking that week and puts them in Asana as tasks for her, so the week starts with a plan instead of a spreadsheet.
What you get out of it
Monday starts with a plan
Five clear actions are waiting in Asana before the day begins. You spend the morning doing them instead of deciding what they are. The week has a direction from the first hour.
Decisions backed by the figures
Each task explains which numbers led to it, such as a product's sales doubling or stock falling below two weeks of cover. You can check the reasoning quickly. Nothing is a guess.
Focus on the few things that matter
Limiting the list to five keeps it doable. Small issues are not turned into a long to-do list. The most valuable actions come first.
Tasks fit into your normal week
The actions arrive in Asana with due dates, alongside everything else you do. They can be moved, delegated or ticked off. Nothing new to learn.
A summary to share
The email gives a short overview of the week's figures and the chosen actions. It can be forwarded to a business partner or bookkeeper. Everyone works from the same view.
How it works
What happens, step by step
Every Monday morning, ClickRuntime reads the latest rows from your sales sheet.
AI reviews the figures and picks the five actions most worth taking this week.
Each action is created as an Asana task assigned to you, with the figures behind it.
You get an email summarising the week and the five tasks.
Before it runs live
- Connect Asana
- Connect your Google Sheets account and pick the spreadsheets it may use
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Run it at a different time, more or less often, or only on weekdays
- Change what the AI looks for, or how it writes the result
- Add another app, for example also send it to Slack
- Combine it with other Asana and Google Sheets steps into one automation
Under the hood
The code that runs this automation
from datetime import date, timedelta
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, notify, ai
SHEET_ID = "your-spreadsheet-id"
PROJECT_ID = "your-asana-project-id"
SCHEMA = {"type": "object", "properties": {"summary": {"type": "string"}, "actions": {"type": "array", "items": {"type": "object",
"properties": {"title": {"type": "string"}, "why": {"type": "string"}}, "required": ["title", "why"]}}}, "required": ["summary", "actions"]}
@on_trigger
def run(event):
sheets = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
rows = sheets.spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Sales!A1:H").execute().get("values", [])
table = "\n".join(",".join(r) for r in rows[:1] + rows[-400:])
plan = ai.generate(["From these sales and stock figures, give a two-sentence summary and the 5 most valuable actions for this week, each with the figures behind it.",
table], json_schema=SCHEMA, max_output_tokens=900).json
due = (date.today() + timedelta(days=4)).isoformat()
for a in plan["actions"][:5]:
http.post("https://app.asana.com/api/1.0/tasks", headers={"Authorization": f"Bearer {credentials.secret('ASANA_TOKEN')}"},
json={"data": {"name": a["title"], "notes": a["why"], "assignee": "me", "due_on": due, "projects": [PROJECT_ID]}})
notify.email_me("This week's top 5 actions", plan["summary"] + "\n\n" + "\n".join(f"- {a['title']}" for a in plan["actions"][:5]))
return {"tasks": len(plan["actions"][:5])}FAQ
Common questions
What data does my sheet need?
Can the tasks be assigned to someone else?
What if I disagree with a suggested action?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
Related
You might also like
Log new SEO issues to a sheet and create Asana tasks to fix them
Every Monday new broken backlinks are added to your Google Sheet and each one gets an Asana task, so nothing found is forgotten.
See how it worksExport Asana project tasks to Google Sheets
Every weekday morning a tab is rewritten with all tasks in an Asana project: section, assignee, due date, completed and link.
See how it worksCreate Asana onboarding projects from new sheet rows
Add a client to your sheet and an Asana project is created from your onboarding template, with the link written back to the row.
See how it worksKeep exploring
Set up “Turn your weekly sales sheet into Asana tasks” from your assistant
Copy the prompt above, or connect your assistant first. Free plan, no credit card.