What we automate with Asana
Create complete Asana projects from templates when deals close or clients onboard. Include all tasks, assignees, and due dates.
Sync Asana tasks with CRMs, development tools, or other project systems. Keep work aligned everywhere.
When tasks complete, automatically notify stakeholders, create follow-up work, or update external systems.
Sync Asana time entries with invoicing systems. Generate client invoices automatically from tracked work.
Popular Asana automation workflows
Client project automation
When deals close in your CRM, automatically create Asana projects with all onboarding tasks and deadlines.
Request intake automation
Convert form submissions into Asana tasks automatically. Route to appropriate teams with proper context.
Milestone notifications
Notify clients or stakeholders automatically when project milestones complete or deliverables are ready.
Resource planning sync
Sync Asana workload data with resource planning tools. Track team capacity and project timelines automatically.
Integrations that work great with Asana
Ready to automate with Asana?
Book a free consultation to discuss your Asana automation needs and discover how we can help eliminate manual work.