Use Asana with AI
Connect nowAssign tasks and handovers.
Team work & knowledge
Using Asana in an agency
Asana holds tasks across a sale: order the searches are not yours, but “send the memorandum” and “book the photographer” are. Create the task with an owner and a date. Do not close a task because a draft email exists. Close it when the thing happened.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead team tasks and notes
- Update recordsCreate tasks and handovers
Before you connect
- Account you’ll need
- An Asana workspace
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Asana need?
An Asana workspace
Will a bot change Asana without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Asana partner?
No. You connect an account you or your agency already have, through Asana’s own sign-in, where that connection is in the catalogue.