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Asana - Create PDF, Word, Excel Documents
Asana can be connected with Documentero to automatically generate documents whenever projects, tasks, or subtasks are created or completed. By linking task data from Asana to custom templates in Documentero, teams can quickly produce reports, summaries, or project files in formats like .docx, .pdf, or .xlsx. This integration helps ensure that project updates in Asana are instantly reflected in professional documents without manual copy-pasting.
Asana
Documentero
Triggers
Watch Completed Tasks — Checks whether new tasks have been completed.
Watch New Subtasks in a Task — Checks whether new subtasks have been made.
Watch New Tasks — Checks whether new tasks have been made.
Watch New Projects — Checks whether new projects have been made.
Watch New Stories — Checks whether new (task) stories have been made.
Watch New Tags — Checks whether new tags have been made.
Watch Tasks or Subtasks — Checks whether new tasks or subtasks have been made.
Watch Webhook Events — Watches webhook events.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Asana using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Asana using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF project reports from Asana tasks
Create .docx meeting summaries from Asana stories
Export Asana subtasks into an Excel checklist
Generate task completion reports from Asana data
Create onboarding documents from new Asana projects
Automatically build progress reports from Asana completed tasks
Export Asana tags into a formatted .xlsx reference sheet
Generate project kickoff PDFs when new Asana projects start
Create formatted team updates from Asana webhook events
Automatically produce client-ready documents from Asana project updates
How you can use Asana + Documentero
Project Status Report
Generate a PDF project status report in Documentero whenever an Asana project is updated with new tasks or completed milestones.
Task Completion Certificate
Automatically create a .docx certificate for team members when an Asana task is marked as completed.
Meeting Notes Export
Turn Asana task stories into a formatted .docx meeting notes document with Documentero templates.
Subtask Checklist Report
Export a checklist of subtasks from Asana into an .xlsx file for tracking and sharing.
Project Kickoff Document
When a new project is created in Asana, generate a kickoff document in PDF with project details and assigned roles.
Setup Guides
Zapier Tutorial: Integrate Asana with Documentero
- Create a new Zap in Zapier.
- Add Asana to the zap and choose one of the triggers (Watch Completed Tasks, Watch New Subtasks in a Task, Watch New Tasks). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Asana trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Asana with Documentero
- Create a new scenario in Make.
- Add Asana to the scenario and choose one of the triggers (Watch Completed Tasks, Watch New Subtasks in a Task, Watch New Tasks). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Asana trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Asana with Documentero
- Create a new workflow in n8n.
- Add Asana to the workflow and choose one of the triggers (Watch Completed Tasks, Watch New Subtasks in a Task, Watch New Tasks). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Asana trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Asana with Documentero
- Create a new flow in Power Automate.
- Add Asana to the flow and choose one of the triggers (Watch Completed Tasks, Watch New Subtasks in a Task, Watch New Tasks). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Asana trigger.
- Test and save your flow.
