1.Detect new HR intake task
Integrate Asana and task management tools to watch for new intake tasks in your configured HR intake project.
Assign benefits and offboarding tasks to HR owner
Automatically monitor new HR intake tasks across Asana projects and route them across HR operations tools. Automatically assign the right HR owner when HR intake tasks are created, when benefits topics are selected, or when offboarding topics are selectedβso you can format case fields, parse inquiry values, and update assignments without manual triage.
How this automation assigns HR owners for intake cases
When new intake tasks land in Asana, HR triage can stall and cases may be misrouted. This automation parses HR intake fields and topics, filters qualifying items, and updates the Asana task assigneeβso your team routes each benefits, leaves, or offboarding case correctly.
Asanaor swap with your favorite app
2.Convert task fields to text
Integrate Formatter by Zapier and data formatting tools to convert task custom fields into a single text payload.
Formatter by Zapieror swap with your favorite app
3.Parse payload into key pairs
Integrate Code by Zapier and parsing tools to parse the formatter output into key and value pairs.
Code by Zapieror swap with your favorite app
4.Continue only for HR topics
Integrate Filter by Zapier and HR topic rules to continue only when values match benefits, leaves, or offboarding topics.
Filter by Zapieror swap with your favorite app
5.Update task assignee
Integrate Asana and task updates to assign the qualifying case to the right HR owner for triage.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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