Integrations · Projects & issues

Asana in the conversation.

Work management for teams that plan in projects and tasks rather than tickets. Connect it once and your copilot works with tasks, projects, sections, assignees and custom fields without leaving the thread — and your workflows can act on it while the customer is still typing.

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Asana

Projects & issues

01 · COPILOT

Ask for it in plain language. It does the Asana part.

Copilot rides inside the inbox. With Asana connected it reads tasks, projects, sections, assignees and custom fields and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

Search tasks in a project or workspace
Read a task, its due date and its custom fields
Create a task in a project
Comment on a task
Complete a task or change its assignee and due date

What a specific connection exposes is decided by Asana, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Something happens in Asana. A workflow starts.

Once Asana is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

A task is created
A task is completed

The picker is the authority on which events your Asana connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which Asana tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Asana said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Asana tools you left enabled and nothing else.

What teams do with it

Two ways Asana earns its connection.

Onboarding that starts itself

A workflow creates the Asana onboarding project when a deal closes, with the customer’s details already filled into the tasks.

No follow-up gets lost

An agent promising a call-back turns it into an assigned Asana task from the thread, with the due date the customer was given.

Setup

Connect Asana in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find Asana in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Asana from its card.
3
Authorize with your own Asana account
You sign in on Asana's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

Asana questions.

How do I connect Asana to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for Asana. Connecting it opens Asana's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.

What can Cloodot do in Asana?

Work of this kind: search tasks in a project or workspace; read a task, its due date and its custom fields; create a task in a project; comment on a task; complete a task or change its assignee and due date. The exact list depends on what your Asana account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which Asana tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Asana connection is a matter of leaving the writes off.

Can an event in Asana start a Cloodot workflow?

Yes. Events like a task is created, a task is completed appear in the workflow editor's trigger picker once Asana is connected, and the event's own fields become variables the rest of the workflow can read.

Who in my team can connect Asana?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Asana account that authorized it, so a projects & issues connection is only ever as broad as the account behind it.

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