🟡 In Review — Coming soon to Zapier directory. Learn more about the template.
Install Template
Create Asana tasks from Cleft notes
One-click setup for your Asana workspace. Takes 2 minutes.
What It Does
Automatically create tasks in Asana from Cleft voice notes. Voice capture your action items with checkboxes and they instantly appear in your Asana projects, ready to assign, schedule, and track with your team.How It Works
1
Voice Capture
Create a new note in Cleft with your ideas or action items
2
Format with Checkboxes
Add checkboxes for items you want to track:
3
Tag with 'tasks'
Add the tasks tag to your note. This is your human review checkpoint—review the items before they sync to Asana as tasks.
4
Trigger
When you save the note, automation starts immediately
5
Extract
Python code pulls all unchecked checkboxes
6
Create Tasks
Each checkbox becomes an Asana task
7
Team Visibility
Tasks appear in your project, ready for assignment and scheduling
Setup Requirements
- ✅ Cleft Plus subscription
- ✅ Asana workspace and project access
- ✅ Zapier account (free tier works)
- ✅ Permission to create tasks in your Asana project
Installation Steps
- Click Install Template above
- Connect your Cleft account
- Connect your Asana workspace
- Select your target project
- Customize field mappings if needed
- Turn on the Zap
Use Cases
1. Sprint Planning → Backlog
Voice your sprint planning session in Cleft with checkboxes. Tasks flow into Asana’s project backlog automatically. Time saved: 40 minutes per planning session2. Client Meetings → Project Tasks
Capture client feedback and requests in Cleft during calls. Asana tasks appear for your team to execute. Time saved: 30 minutes per meeting (no manual data entry)3. Team Standup → Daily Tasks
Voice-log standup updates with action items as checkboxes. Your Asana board updates automatically with team commitments. Time saved: 15 minutes per standupCustomization
Change Trigger to All Notes
Change Trigger to All Notes
By default, only notes tagged with tasks will trigger automation (your human review checkpoint). To trigger from every note instead:
- Open the Zap in Zapier
- Edit the trigger step
- Remove the “tags contains tasks” filter
- Save and turn on
Assign to Team Members
Assign to Team Members
Auto-assign tasks to specific team members:
- Edit the Zap in Zapier
- Add assignee field in “Create Task” step
- Map to team members or use filters to route based on content
Set Due Dates and Dependencies
Set Due Dates and Dependencies
Enhance tasks with timeline information:
- Add due date field in Zapier
- Set dependencies if your Asana plan supports it
- Include in project timelines automatically
Use Custom Fields
Use Custom Fields
Leverage Asana’s custom fields:
- Map priority levels
- Set status or category
- Track effort estimates
- All configurable in the Zap editor
Checkbox Format
Troubleshooting
Tasks not appearing in Asana
Tasks not appearing in Asana
- Checkbox format: Verify
- [ ] textformat - Zap is ON: Check Zapier dashboard
- Project access: Ensure you can create tasks in that project
- Asana connection: Verify Asana is properly connected
Tasks going to wrong project
Tasks going to wrong project
Edit your Zap and select the correct Asana project in the “Create Task” step.
Missing custom fields
Missing custom fields
Some Asana custom fields may not be available in Zapier templates. You can fill them in manually after creation or set default values in Zapier.
Template Details
- Template ID: 255679787
- Status: 🟡 In Review
- Trigger Type: Note Created
- Target Platform: Asana
- Setup Time: ~2 minutes
- Best For: Team collaboration and complex projects
Perfect For
- 👥 Collaborative teams managing shared projects
- 📋 Project managers coordinating multiple workstreams
- 🎯 Cross-functional teams with dependencies
- 📊 Enterprise teams using Asana’s advanced features
- ⏱️ Timeline-driven projects with milestones
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Notion
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Support
- Asana Help: asana.com/guide
- Cleft Support: support.cleftnotes.com
- Zapier Help: help.zapier.com
Ready to automate your Asana workflow? View the template → (Coming soon)
