Create your month-end close checklist automatically (Make)
On the 1st of each month, create every close task in Asana from a master list, with owners and due dates.
MakeMonth-end closeBeginnerHuman check: LowTools
Make: Google Sheets, Asana
Make: Google Sheets, Asana
Time saved
~1-2 hrs/month (estimate)
~1-2 hrs/month (estimate)
Difficulty
Beginner
Beginner
Steps
- Schedule: day 1 of each month.
- Google Sheets 'Search Rows' on a master close list (task, owner, business day due).
- Tools 'Set variable' to work out each due date from the business-day offset.
- Asana 'Create a Task' in your Month-End project for each row.
Keep a human check here: Low risk
Review the checklist each quarter. Tasks that are created automatically still need an owner.
Node and module names match Make's docs as of Oct 2026. Apps rename triggers and actions sometimes, so check yours in the editor. Try it with test data or a sandbox company first.
Build it
[AFFILIATE LINK PLACEHOLDER: not live]
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