After you’ve created an account and received an email that your account is set up, go to My Workflows on the Flowsana website. Click Add another Flowsana workflow . From the dropdown list, select the project for which you want to add a rule. Select the Rule Workflow option. Select the Condition and Action that you want to automate; fill in the blanks presented to you as needed, depending on the selections you make. Click Put Selected Project Under Flowsana Workflow .
If your template isn’t in the dropdown list, click on Refresh projects list from Asana and wait a few minutes until you get an email that your projects list has been refreshed.
If you find that other elements you need for your rule, such as Columns/Sections, Tags, Users, or Custom Fields, are not showing, it's probably because they were recently added to Asana. In this case, click on Refresh ALL data from Asana and wait a few minutes until you get an email that your data has been refreshed. At that point, the element you need should appear when you go to build your rule.
Wait a few minutes until you get an email that the project has been fully prepared by Flowsana. That’s it! Your rule-based automation will now be in effect.
Note that you can have any number of Rule Workflows active for a given project. Be mindful about creating multiple rules which have interactions with each other; currently there is no guarantee of the order in which multiple rules will be executed in a particular project.
If you have any questions about the above or any aspect of Flowsana, please don’t hesitate to email firstname.lastname@example.org .