1.Detects subscriber resignation tag
Integrate Kit and identity data sources to catch the resignation tag and pass subscriber details to the workflow.
Create offboarding task when subscriber gets resignation tag
Automatically monitor subscriber resignation tag changes across Kit. Create and update offboarding tasks and records across Asana and Airtable when a resignation tag is added—so you can assign work, complete checklists, and reflect resigned status without manual tracking.
How this automation creates offboarding tasks
When a subscriber resignation tag is added, offboarding work can stall and tasks stay untracked. This automation catches the tag, finds or creates an Asana task with subtasks, and updates Airtable records—so your team can complete cancellations without manual chasing.
Kitor swap with your favorite app
2.Finds task in project by email
Integrate Asana and project management tools to search for an active task by subscriber email for continuation.
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3.Creates offboarding task and fields
Integrate Asana and task boards to create a new offboarding task and map email and task fields.
4.Creates and assigns offboarding subtasks
Integrate Asana and checklist tools to create 3 to 8 subtasks and assign each to the configured owner.
5.Updates customer and forecasting records
Integrate Airtable and database tools to find matching records by email and set status fields to resigned.
Airtableor swap with your favorite app
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Simplify employee exits with automated task routing, account deactivation, and records updates
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