Case Study: Leading Healthcare Company streamlines event management with Tray.ai

Healthcare leader automates event management workflow for outreach program

Leading Healthcare Company, a major healthcare provider in North America, needed a better way to manage more than 5,000 community events and programs each year. Its community relations team was handling event planning and reporting by hand through email, and even after adopting Asana for event management, staff still had to manually transfer approved event data from Google Forms into Asana.

Tray.ai implemented the Tray Platform to integrate Google Forms with Asana and automate the creation of projects and tasks from submitted event data. The result was a centralized, more efficient workflow that improved accuracy, communication, and collaboration across the organization, now used by 75 staff members. The team also gained access to historical data and a scalable foundation for automating additional workflows, including event approvals.