HR & RECRUITING

Nudge owners and managers on overdue onboarding tasks in Asana

A daily scan of active onboarding projects in Asana finds overdue tasks, nudges the assignee in Microsoft Teams.

CategoryHR & Recruiting
Enginesim
Difficultybeginner
Triggerschedule
Steps5
Setup~5 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily schedule: scan onboarding projects
  • ActionList task status, owners, due datesAsanaAsana
  • LogicFlag overdue tasks and compute days late
  • ActionDM assignee a reminder in TeamsMicrosoft Teams
  • OutputEscalate 3+ day overdue tasks to managerMicrosoft Teams

What it does

Keeps onboarding on track by scanning active Asana onboarding projects each day for overdue tasks. It direct-messages the assigned owner in Microsoft Teams with the task and its due date, and when a task is more than three days overdue it escalates by notifying the new hire's manager so nothing critical slips before day one.

When to use it

Use it when onboarding tasks live in Asana but completion lags because nobody chases them. Ideal for HR ops teams managing many simultaneous hires who need automated follow-up instead of manual status checks.

How it works

  1. 1A daily scheduled trigger lists tasks across active Asana onboarding projects.
  2. 2Asana returns task status, owner, and due dates for each project.
  3. 3A logic step flags overdue tasks and computes days late.
  4. 4Microsoft Teams DMs the assignee a reminder for each overdue task.
  5. 5For tasks over three days late, Microsoft Teams escalates to the manager.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect AsanaTasks, projects, milestones — everywhere.
  2. 2
    Connect Microsoft TeamsChannels, chats, files.
  3. 3
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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