Eliser Eguia Tual · AI Automation & Operations Specialist
Make.com Workflow: Asana, Xero & Google Sheets
A Make.com integration example from my portfolio connecting project management, accounting and spreadsheet data processing.
The operational problem
Project information, accounting records and reporting data can become disconnected when every update relies on someone copying information between tools.
Systems in the workflow
- Asana: the project management side of the process.
- Xero: the accounting side of the integration.
- Google Sheets: spreadsheet data processing and reporting.
- Make.com: the scenario coordinating the connected steps.
Planning a comparable integration
Start with the source of truth for each record and the fields that must be exchanged. Define when an update should run, how related records are matched and which accounting changes need a person to approve them.
These decisions should be validated against your actual accounts and permissions before connecting production data.
Explore my Make.com automation service · View the full project galleryDiscuss your automation project with Eliser
Based in Cagayan de Oro, Philippines (UTC+8), working remotely with businesses in the US and Australia.
Send your current tools, the process you want to automate, sample inputs and the result you need. I can scope the workflow and integration requirements with you.
Email Eliser Book a consultation