Every 15 minutes
Create 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.
- Runs
- Every 15 minutes
- Apps
- Asana, Google Sheets
- AI
- Not needed
- Access
- Sheets edit; Asana write
Send this to your assistant
Create a ClickRuntime automation: every 15 minutes, find new rows in my Clients sheet, create an Asana project from my onboarding template for each, and write the project link back to the row.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
An accounting practice tracks new clients in a Google Sheet that the partners already update after each signing. The onboarding work lives in Asana, and someone has to notice each new row and set up the project by hand. On busy weeks that takes days, and the client's documents request goes out late.
Letting the sheet drive Asana means adding a row is all it takes. The project appears within fifteen minutes, and the link in the row shows at a glance which clients are set up.
What you get out of it
Keep using the sheet you already have
Nobody has to change how they record a new client. The row they already add is what starts onboarding.
Every client gets the full template
Projects are built from your Asana template with all tasks and sections. The steps are the same for every client, every time.
The sheet shows what is set up
The project link is written back to the row. A blank link cell means a client is still waiting, which is easy to spot.
No duplicate projects
Rows that already have a link are skipped. Editing a client's details later never creates a second project.
How it works
What happens, step by step
Every 15 minutes, ClickRuntime reads your Clients sheet.
Rows that already have a project link are skipped, so each client is only set up once.
For each new client, an Asana project is created from your onboarding template.
The project link is written back to the row, and a short message is posted in your #onboarding Slack channel.
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
- Act only on the items that match your own rules, and skip the rest
- Add an AI step, for example to summarize, sort or draft a reply
- 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 google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, notify, report_fetched
SHEET_ID = "your-spreadsheet-id"
TEMPLATE_GID = "your-asana-project-template-gid"
TEAM_GID = "your-asana-team-gid"
@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="Clients!A2:C").execute().get("values", [])
new = [(i + 2, r[0]) for i, r in enumerate(rows) if r and r[0] and (len(r) < 3 or not r[2])]
report_fetched(len(new))
if not new:
return {"summary": "Nothing new"}
asana = {"Authorization": f"Bearer {credentials.connection('asana', 'work')}"}
for row, client in new:
job = http.post(f"https://app.asana.com/api/1.0/project_templates/{TEMPLATE_GID}/instantiateProject", headers=asana,
json={"data": {"name": f"{client} onboarding", "team": TEAM_GID, "public": True}}).json()["data"]
link = f"https://app.asana.com/0/{job['new_project']['gid']}"
sheets.spreadsheets().values().update(spreadsheetId=SHEET_ID, range=f"Clients!C{row}",
valueInputOption="RAW", body={"values": [[link]]}).execute()
notify.slack(f"Onboarding project created for *{client}*: {link}", channel="#onboarding")
return {"summary": f"{len(new)} projects created"}FAQ
Common questions
Which columns does the sheet need?
What if I add several clients at once?
Can I post a message when a project is created?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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