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Asana integration

Connect Sally AI with Asana to turn meeting insights into real work – directly in the right workspace and project. With the Sally Asana integration you can send action items, decisions, and follow-ups to Asana with one click, avoid double entry, and keep your team’s system of record up to date.


Quick Navigation

  1. How to connect Asana with Sally AI
  2. How to send insights to Asana

1. How to connect Asana with Sally AI​

Follow these steps to enable the Sally Asana integration.

  1. Open Settings in the left sidebar.

    Open Settings in Sally

    Figure 1: Go to Settings

  2. Go to Integrations.

  3. Click + Add integration under Your personal integrations.

    Open Integrations and click Add integration

    Figure 2: Add integration

  4. Select Asana and hit Connect. Complete the authorization flow in Asana.
    After a successful connection, Asana appears under Your personal integrations.

    Asana listed under Your personal integrations

    Figure 3: Asana is connected

info

Personal integrations apply to your user account. Admins can also set up org-wide integrations under Integrations (Organization) if needed.

2. How to send insights to Asana​

Once Asana is connected, you can send meeting insights from Sally to Asana with a single click - so they land in the right workspace and project.

You can:

When to use which?
  • Create task in Asana → New, owned work item with a due date.
  • Add comment to Asana task → Additional context on an existing task, without changing ownership or due dates.

2.1. Create a task in Asana​

Turn a Sally insight into a brand-new task in Asana.

  1. Open the desired meeting in Sally.

  2. Hover any insight, decision, next step, or task in the summary. Click the Asana icon, then choose Create task in Asana.

    Asana action menu on hover with Create task in Asana

    Figure 4: Choose Create task in Asana

  3. Fill in the creation form (required fields are marked with *). Typically:

    • Workspace*
    • Project (recommended)
    • Responsible user / Assignee (recommended)
    • Due date (optional)
      The description is prefilled from Sally and can be edited.

  4. Click Create to send it to Asana.

    Create task in Asana modal with Workspace, Project, Assignee, Due date

    Figure 5: Fill the Asana task fields and Create

Best practice

Add as much context as possible (Project, Assignee, Due date). Richer tasks reduzieren Rückfragen und verbessern das Reporting in Asana.

2.2. Add a comment to Asana task​

Attach meeting context to an existing task — perfect for updates, decisions, or notes.

  1. Open the desired meeting in Sally.

  2. Hover the relevant item, click the Asana icon, and choose Add comment to Asana task.

    Asana action menu with Add comment to Asana task

    Figure 6: Choose Add comment to Asana task

Fill in the creation form (required fields are marked with *). Typically:

  1. Fill in the creation form (required fields are marked with *). Typically:

    • Workspace*
    • Project (recommended)
    • Responsible user / Assignee (recommended)
    • Due date (optional)
      The description is prefilled from Sally and can be edited.

  2. Click Create to send it to Asana.

    Create task in Asana modal with Workspace, Project, Assignee, Due date

    Figure 5: Fill the Asana task fields and Create