Asana
Project ManagementTurn operational workflows into tracked Asana work items. Agents create tasks and projects, organize sections, attach files, log comments, and find users and templates. 19 actions for complete task management automation.
What This Integration Enables
Asana integration gives agents the ability to create and organize work: tasks, subtasks, projects, sections, comments, and file attachments. When a workflow step requires human action, the agent creates a structured, assigned, documented Asana task rather than an informal notification. Work is tracked from creation to completion.
Without FlowRunner
With FlowRunner
Use Case Scenarios
Exception Queue Management
An AP processing agent flags 5 vendor invoices that need manual review. Rather than sending a bulk Slack message, the agent creates a separate Asana task for each exception in the AP Review project: task name is the vendor and invoice number, the description contains the discrepancy details, the assignee is the AP analyst on rotation, the due date is same-day for time-sensitive items. The analyst opens their Asana project in the morning and has a structured queue with full context for each item.
Client Onboarding Project
A new client contract is signed in DocuSign. On Envelope Completed fires. The agent creates an Asana project from the standard onboarding template, names it with the client name and start date, assigns sections (Kickoff, Implementation, Training, Go-Live), and creates the kickoff task with the account manager as the assignee. It attaches the signed contract to the project. The onboarding team has a fully structured project ready before the welcome email is sent.
Delivery Confirmation Follow-Up
ShipBob fires On Shipment Delivered. The agent creates an Asana task in the Customer Success project: "Post-delivery check-in: [Customer Name]," due in 3 days, assigned to the account manager. The task description includes the order details and a note: "Delivery confirmed. Check in with the customer on product experience." The account manager does not need to remember to follow up. The task handles it.
Human-in-Loop Highlight
When the agent creates a high-priority Asana task for a time-sensitive exception, it does not just create the task and rely on the assignee's next Asana review. It sends a Slack notification simultaneously: "I just created a priority task for you in Asana: [Task Name]. Due: today. View here: [link]." The human gets pull (the Slack message) and push (the Asana task with full context). Tasks do not sit unnoticed in a project list when urgency is real.
Agent Capabilities
19 actionsTask Management
11- Create Task Creates a new task in a project or workspace. Used when any workflow step requires human follow-up: an exception that needs review, an approval that needs collection, a deliverable that needs to be produced.
- Create Task from Template Creates a task using a pre-built Asana task template. Used for standardized work types where the task structure, subtasks, and checklist are predefined.
- Get Task Templates Returns available task templates. Used to dynamically select the right template based on workflow context.
- Get Task by ID Retrieves a specific task with full detail. Used to check status, read notes, or retrieve metadata in connected workflows.
- Find Task in Project Searches for a task by name within a project. Used as a deduplication check before creating new tasks.
- Update Task Modifies task fields: name, due date, assignee, completion status, custom fields. Used when task details change or when the agent needs to mark a task complete after an external event confirms completion.
- Duplicate Task Creates a copy of an existing task. Used when a recurring work pattern needs to be replicated: each new client gets a duplicate of the standard onboarding task.
- Create Subtask Creates a child task within a parent task. Used for breaking down complex tasks: when the parent task requires multiple steps tracked separately.
- Add Task to Section Moves a task into a specific section within a project. Used to organize tasks by priority, status, or responsible team.
- Add Comment Adds a comment to a task. Used to log agent findings, add context from connected systems, and update task followers.
- Attach File Attaches a file to a task. Used to add evidence documents, screenshots, and supporting files directly to the work item.
Project Management
4- Create Project Creates a new Asana project. Used in client onboarding and project provisioning workflows: when a new engagement starts, the agent creates the project with standard structure automatically.
- Create Project from Template Creates a project using a defined Asana template. Used for standardized project types where the full task structure is predefined.
- Get Project by ID Retrieves project details. Used in status reporting and coordination workflows.
- Find Project by Name Searches for a project by name. Used as a lookup step before creating tasks to ensure they are added to the correct project.
Sections
3- Create Section Creates a new section within a project. Used to add organizational structure dynamically as projects evolve.
- Get Section by ID Retrieves section details. Used when tasks need to be assigned to a specific section.
- Find Section by Name Searches for a section by name within a project. Used in routing workflows.
Users
1- Find User by Email or ID Looks up a user by email or Asana user ID. Used to identify the correct assignee before creating tasks.
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