Automated ETL pipeline that syncs completed Asana tasks with Xero financial data, transforms records into CSV files, and uploads attachments back to tasks, reducing manual data entry by 75%.
Make · workflow canvasproduction build
Context
Project managers and finance teams manually transferred completed task data from Asana to financial systems, retrieved Xero data, transformed it into reports, and maintained records across multiple platforms.
Approach
Built automated Make.com workflow that watches for completed Asana tasks, fetches related Xero financial data via API, routes data through parallel processing paths, stores and transforms data in Google Sheets, generates CSV exports using text aggregators, and uploads the processed files back to Asana tasks.
