1.Collect new intake task details
Integrate Asana and project task data to extract title, detail, assignee, priority, and custom fields for intake row mapping.
Create legal intake sheet rows from new tasks
Automatically record new intake tasks across Asana and Google Sheets. Create and update when new tasks enter the configured project, priority flags are set, or required intake fields are filledβso you can create structured rows, normalize summaries, and add reference links without manual copying.
How this automation records intake rows fast
When new intake tasks are created in the configured project, manual copying can delay triage and tracking. This automation pulls task details from Asana, filters qualifying records, formats fields, and creates structured rows in Google Sheetsβso your team can respond faster.
Asanaor swap with your favorite app
2.Skip non-qualifying intake tasks
Integrate Filter by Zapier and validation logic to continue only for tasks that are not archived or missing required intake fields.
Filter by Zapieror swap with your favorite app
3.Normalize intake field summaries
Integrate Formatter by Zapier and data transformation tools to trim and concatenate custom fields into a short summary.
Formatter by Zapieror swap with your favorite app
4.Create an intake worksheet row
Integrate Google Sheets and spreadsheet automation to create a new intake row with mapped Title, Summary, Assigned, and Reference.
Google Sheetsor swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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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