Skip to main content

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
  3. Required OAuth Scopes

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

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

3. Required OAuth Scopes​

For the integration with Asana, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Technical Overview of Required Scopes​

Disclaimer

  1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

  2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

  3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

ScopeWhat Asana technically allows with this scopeHow Sally uses this scope
defaultStandardized API permission within the OAuth modelPart of the Asana authentication process. Sally uses this permission solely to technically establish the integration connection.
openidOpenID Connect identity verificationSally reads the unique user ID to securely authenticate the connected Asana account.
emailAccess to the user’s email addressSally reads the email address to uniquely identify the connected account. No account data is modified.
profileAccess to basic profile informationSally reads basic profile data (e.g., display name) for authentication and display within the integration. No profile data is modified.