1.Captures new form submissions
Integrate Typeform and form routing tools to detect each new staff assignment request and trigger triage intake.
Create triage task for unassigned staff assignment requests
Automatically monitor staff assignment requests across Typeform submissions and Airtable People records. Create triage tasks when unassigned requests land, assignees are identified, and end dates are formattedβso you can assign work fast, track follow-ups, and update owners without manual triage.
How this automation accelerates triage task creation
When a staff assignment request lands from a Typeform entry, unowned work can stall inside inboxes. This automation finds people, formats end dates, and creates Asana triage tasks and subtasksβso your team can assign work quickly.
Typeformor swap with your favorite app
2.Finds matching people record
Integrate Airtable and data lookup tools to look up a People record by the submitted company email to map the assignee.
Airtableor swap with your favorite app
3.Finds Asana users
Integrate Asana and account management tools to find the PM and follower users from the matched email(s) to set task owners.
Asanaor swap with your favorite app
4.Formats end-date field
Integrate Formatter by Zapier and date parsing tools to format the form end-date field into DD-MM-YYYY to standardize task notes.
Formatter by Zapieror swap with your favorite app
5.Creates the triage task
Integrate Asana and task tracking tools to create a project task and map contributor name and formatted date to task details.
6.Creates follow-up subtasks
Integrate Asana and task tracking tools to create 2β3 subtasks and assign each owner found earlier to launch next actions.
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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