Asana
Project management platform for tasks, projects, sections, and team collaboration workflows.
Three ways to use Asana
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Asana.
Add a Project to a Task
Add a task to a project, optionally specifying a section and position.
Add a Tag to a Task
Add a tag to a task.
Add Followers to a Task
Add users as followers to a task so they receive notifications about changes.
Add Item to Portfolio
Add a project to a portfolio, optionally specifying position relative to other items.
Add Task Dependencies
Add dependency relationships to a task (mark other tasks as blocking this one).
Add Task Dependents
Add dependent relationships to a task (mark other tasks as blocked by this one).
Supported triggers
Start a workflow when something happens in Asana.
New Task in Asana
Triggers when a new task is created in the project
Completed Task in Asana
Triggers when a task in the project is marked complete (excludes subtasks)
Updated Task in Asana
Triggers when any field on an existing task in the project changes
New Project in Asana
Triggers when a new project is added to the workspace
New Team in Asana
Triggers when a new team is added to the workspace
New User in Asana
Triggers when a new user joins the workspace
Get started automating Asana
Specialist templates
Specialists that work with Asana
Client Update Writer
Writes the updates your clients expect. Each week it reads where the work lives, such as your project tool, case or loan system, or CRM, and drafts a short status update for each client: what happened, what's next, and what you need from them. Each month it drafts the client report in your format.
See the specialistGoals Tracker
Keeps the team pointed at its goals. Before your weekly leadership meeting it reports where each goal stands from the numbers and projects that measure it, flags work that has drifted from every goal, and keeps a running record of leadership decisions and who owns them.
See the specialistMeeting Follow-Up Coordinator
Turns every recorded meeting into follow-through. When a transcript from Granola, Fathom, Fireflies, or Zoom is ready, it pulls out the action items with owners and dates, adds them to your task tool, drafts the follow-up email, and keeps a running log of what was decided. You review the email before anyone sees it.
See the specialistProject Coordinator
Keeps your projects from stalling. Each day it reads your project tool, such as Asana, monday.com, Procore, Smartsheet, or a spreadsheet, and lists what is overdue, blocked, or waiting on an approval or answer, with chasers drafted. Each week it drafts the internal status and flags timelines at risk.
See the specialist