The Acta.ai Asana integration automatically transforms your meeting discussions into structured tasks, subtasks, and projects within your Asana workspace. This seamless connection ensures that all action items, responsibilities, and deadlines from your conversations are properly captured and tracked in your work management system without manual effort.
How the Integration Works
Acta.ai uses its advanced AI capabilities to:
Identify Action Items
Extract tasks, responsibilities, and assignees from meeting discussions
Extract Key Details
Determine assignees, due dates, priorities, and dependencies
Create Asana Tasks
Generate tasks and subtasks in the appropriate Asana projects
Add Context
Include relevant conversation details directly in task descriptions
Link to Meeting
Connect tasks back to the meeting recording for complete context
Update Existing Tasks
Update task status and details when mentioned in later meetings
Setting Up the Integration
Follow these steps to connect Asana with your Acta.ai account:
- 1
Log in to Acta.ai
Access your Acta.ai dashboard using your credentials
- 2
Navigate to Integrations
Go to the 'Settings' or 'Integrations' section in the left sidebar
- 3
Select Asana
Find the Asana integration card and click 'Connect'
- 4
Authenticate with Asana
You'll be redirected to authorize Acta.ai to access your Asana account
- 5
Select Workspaces
Choose which workspaces, teams, and projects you want to connect
- 6
Configure Preferences
Set up your task creation, field mapping, and automation rules
- 7
Save Settings
Apply your configuration and start using the integration
Key Features
Automatic Task Creation
Convert spoken action items into properly formatted Asana tasks
Smart Project Assignment
Route tasks to the appropriate Asana projects based on context
Subtask Generation
Break down complex tasks into manageable subtasks with proper hierarchy
Custom Field Mapping
Populate custom fields in Asana tasks based on meeting discussion
Due Date Detection
Set accurate due dates and timelines from conversation context
Rich Task Description
Include meeting context and decisions in task details
Task Dependencies
Create task dependencies and relationships based on conversation flow
Use Cases
Product Team Syncs
After product team meetings, Acta.ai automatically creates design and engineering tasks for upcoming features, complete with timelines and assigned owners. These tasks are placed in the appropriate product development project, helping teams move from planning to execution without manual task creation.
Client Onboarding
During client onboarding calls, Acta.ai captures deliverables, responsibilities, and due dates, creating tasks in the relevant customer project in Asana. This ensures that all client commitments are properly tracked and managed, improving account management and customer satisfaction.
Marketing Planning
In marketing planning sessions, Acta.ai breaks down campaign milestones into structured tasks and subtasks in Asana, establishing dependencies and assigning team members to each component. This creates a clear roadmap for marketing execution that aligns with the team's discussion.
Best Practices
Clear Task Articulation
Clearly articulate tasks, owners, and deadlines during meetings for better AI detection
Dedicated Projects
Create dedicated Asana projects for different meeting types or teams
Consistent Terminology
Use consistent terminology when discussing tasks that aligns with your Asana structure
Custom Fields Alignment
Define custom fields in Asana that match information commonly discussed in meetings
Review Created Tasks
Review automatically created tasks after important meetings to ensure accuracy
Consistent Tags
Use tags or labels consistently to help with task categorization and filtering
Troubleshooting
Authentication Issues
If the integration stops working, reconnect your Asana account in the integration settings
Missing Tasks
Verify that your Acta.ai account has sufficient permissions for the selected Asana projects
Task Assignment Problems
Ensure that Asana user references in meetings match their usernames in your Asana workspace
Project Access
Check that all required projects are properly connected in your integration settings
Need Help?
If you encounter any issues with the Asana integration, please contact our support team or visit our FAQs page.