Automate Asana with Ottermation by Speak Toomey

Asana is brilliant for project visibility, but teams stumble when every new task means typing the same details and building subtasks by hand. Speak Toomey layers in Ottermation workflows that fill the task for you—custom fields, assignee, due dates—and spawns the exact sub‑task checklist required for that project or section.

Table of Contents

  • Pain Points

  • How We Help

  • Real Impact

  • Tech Stack

Pain Points

Teams stall when Asana boards rely on human memory. Common frictions we eliminate:

  1. Manual task creation—copy/pasting title, description, dates.

  2. Forgotten subtasks—critical steps missed because no one built the checklist.

  3. Inconsistent custom fields—finance codes or effort points left blank.

  4. Time lost re‑keying data from forms, CRM, or email threads.

Manual upkeep costs time and clarity.

How We Can Help

Ottermation transforms Asana into a template‑driven engine that writes tasks for you.

  • Form / Email → Task: Intake in Typeform, Tally, or Gmail draft instantly becomes a task with mapped custom fields

  • Section‑based subtasks: When a task lands in "Client Onboarding" section, Ottermation spawns a 7‑step subtask template (welcome email, kickoff call, credential request…) with owners & due dates.

    Auto‑field population: Finance GL code filled from project, priority set from form input, effort points auto‑calculated from estimated hours.

    Notification logic: Subtask completion cascade—each finished subtask re‑calculates parent due date and pings the next role in Slack.ings the next role in Slack.

Your spreadsheet becomes an interface, not a liability.

Real Impact

Metric Before Ottermation After Ottermation
Manual keystrokes per new task ~35 <5
Average task setup time 4 min <30 sec
Data-field accuracy* 82% 99%

Tech Stack

  • Core: Asana, Zapier, Ottermation

  • Intake: Tally · Typeform · Gmail · Webhooks

  • Notifications & Alerts: Gmail/Slack (Email), Twilio (SMS Text)

  • AI Assist: OpenAI for auto‑summaries & smart labeling

Ready to automate your finance flow?

Book a free 15-minute automation audit

Questions? Check our Apps We Automate hub or email support@speaktoomey.com.