1.New task in project triggers
Integrate Asana and project task trackers to detect new invoice tasks and to extract task details.
Add invoice approvers and collaborators to new tasks
Automatically detect new invoice tasks in Asana and extract approver contact details across Formatter by Zapier and Airtable. Add task followers and alert admins when approvers cannot be found—so you can avoid unclear ownership and manual chasing.
How this automation adds clear approver ownership
When a new invoice task appears without identified approvers, approval ownership becomes unclear and finance loses time. This automation extracts approver emails, looks up team leader records, and updates Asana followers, or alerts admins—so your team can approve faster.
Asanaor swap with your favorite app
2.Extract email from task notes
Integrate Formatter by Zapier and text parsing tools to run email extraction and to output approver emails.
Formatter by Zapieror swap with your favorite app
3.Find record by email
Integrate Airtable and employee lookup tables to search by extracted email and to return unit and contact email.
Airtableor swap with your favorite app
4.Find team leader by team
Integrate Airtable and team leader tables to search by team value and to return leader and cost-centre collaborators.
5.Update task with followers
Intégrer Asana and notification workflows to add followers and to update the task à approver collaborators.
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Speed up approval decisions with automated request routing, approval reminders, and status updates
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Étape 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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