Source: https://joinfinn.com/integrations/asana

# Asana

## Asana + Finn.

Asana integration with Finn. Asana organizes team projects, tasks, owners, and deadlines.

Business function: Workplace operations.

## What you can do with Asana.

Asana organizes team projects, tasks, owners, and deadlines.

### Turn a signed project into an operating delivery plan

Finn runs project kickoff administration from the agreed scope to an active, owned delivery workspace.

**Typically handled by:** Project coordinator or delivery agency

**Starts when:** A customer signs an approved statement of work.

#### What Finn handles

1. Read the signed Docusign agreement and approved scope, then create the Asana project from the relevant template.
2. Populate deliverables, milestones, dependencies and dates; obtain the project lead's decision on staffing or scope conflicts.
3. Create the Google Drive workspace, arrange kickoff in Outlook and send the agreed preparation materials.
4. Record confirmed owners and customer contacts, verify that required kickoff inputs arrived, and publish the active plan.

**The result:** The project begins with an approved schedule, accessible materials and confirmed ownership rather than an empty task template.

### Resolve routine internal service requests

Finn takes an internal request from intake through the completed answer or service action.

**Typically handled by:** Business operations coordinator

**Starts when:** An employee submits a supported request through Slack or an Asana form.

#### What Finn handles

1. Collect the request's missing details and match it to the approved service procedure and requester permissions.
2. Create the Asana work record and retrieve the required material from Google Drive or the named business system.
3. Complete the permitted routine action, such as providing an approved report or updating a supported record, and attach evidence.
4. Confirm delivery with the requester, close the completed task and preserve any exception requiring a specialist.

**The result:** The employee receives the requested result and the Asana task contains evidence of completion, not just an assignment.

### Carry meeting decisions through their next actions

Finn converts agreed decisions into completed administrative follow-through and a current project record.

**Typically handled by:** Executive assistant or project coordinator

**Starts when:** A project meeting ends with recorded decisions and commitments.

#### What Finn handles

1. Read the authorized Zoom transcript and distinguish decisions, requests and unresolved discussion from one another.
2. Update the related Asana tasks, dependencies and dates, asking decision owners to resolve ambiguous commitments.
3. Complete agreed follow-ups through Outlook and Google Drive, including scheduling reviews and distributing approved documents.
4. Record delivered items, collect owner updates for substantive work and send a concise progress summary linked to the project.

**The result:** Meeting follow-through is delivered and recorded, with remaining work assigned to its actual owner.

### Take creative work through approval and publication

Finn coordinates a creative brief, revision cycle and approved release across the production tools.

**Typically handled by:** Creative project manager or marketing agency

**Starts when:** A marketer approves a content brief and target release date.

#### What Finn handles

1. Create the Asana production plan and gather approved assets, audience requirements and brand guidance from Google Drive.
2. Prepare the connected WordPress draft and route the assembled work to the designated creative and publishing approvers.
3. Apply agreed revisions, obtain the final publication decision and schedule the authorized WordPress release.
4. Verify the published page, attach its live link and approval record, and close the production tasks.

**The result:** The approved asset is published and the project retains its revision, approval and live-delivery record.

### Run a recurring operational checklist to completion

Finn executes repeatable administrative checks and records what actually finished in each cycle.

**Typically handled by:** Operations coordinator

**Starts when:** A scheduled weekly or monthly operating cycle starts.

#### What Finn handles

1. Create the cycle's Asana tasks from the approved procedure with current owners and required evidence.
2. Perform permitted checks in Salesforce, NetSuite and Google Drive as specified, attaching the relevant recorded results.
3. Resolve routine missing information and route financial or policy exceptions to the named decision owner.
4. Confirm that accepted corrections were saved, complete evidenced tasks and publish the remaining exception list.

**The result:** Each operating cycle ends with a checked evidence pack and an explicit list of unfinished work.

### Coordinate a customer onboarding project

Finn carries customer onboarding administration from the sales handoff to a documented service handover.

**Typically handled by:** Customer onboarding coordinator

**Starts when:** Salesforce records a won deal that meets the approved onboarding criteria.

#### What Finn handles

1. Read the sold scope and customer contacts, then create the Asana onboarding plan with the correct service template.
2. Collect access details and required documents through approved channels and schedule the customer sessions in Outlook.
3. Complete supported account setup in the connected service platform after required approvals, and track specialist implementation results.
4. Verify agreed onboarding deliverables and send the customer and account owner the completed handover pack.

**The result:** The customer reaches a recorded onboarding milestone with confirmed setup and clearly identified remaining commitments.

### Recover an approved project schedule

Finn handles the coordination work needed when a dependency disrupts an agreed delivery plan.

**Typically handled by:** Project management office coordinator

**Starts when:** A missed dependency puts a named milestone at risk.

#### What Finn handles

1. Read the affected Asana tasks and dependencies, then collect current estimates and constraints from their owners.
2. Prepare the practical sequencing options and obtain the project lead's decision on changed scope, dates or staffing.
3. Update the approved task dates and dependencies, reschedule Outlook reviews and notify affected teams and customers.
4. Check owner acknowledgment and publish the revised milestone plan with the decision and remaining risks attached.

**The result:** The team operates against one approved, recorded recovery plan rather than conflicting schedules.

### Close a project and hand over its records

Finn completes the administrative closeout after the accountable lead accepts the deliverables.

**Typically handled by:** Delivery coordinator

**Starts when:** The project lead accepts the final deliverable.

#### What Finn handles

1. Check Asana milestones against the acceptance record and locate the final approved documents in Google Drive.
2. Resolve missing handover details, transfer document access to the approved owners and record the customer acceptance.
3. Trigger the approved billing handoff in NetSuite, without deciding invoice terms or recording payment without evidence.
4. Publish the closeout pack, record outstanding warranty or support commitments and mark the accepted work complete.

**The result:** The project closes with accepted deliverables, a usable handover and a recorded billing transition.

### Run portfolio reporting that produces action

Finn turns project updates into a reconciled operating review and executes its approved coordination changes.

**Typically handled by:** Program management analyst

**Starts when:** The portfolio's weekly operating review is due.

#### What Finn handles

1. Collect current milestones, completed deliverables and blocked work from the relevant Asana projects.
2. Ask owners to resolve stale or contradictory status information and distinguish recorded results from forecasts.
3. Publish the review in Google Slides and obtain leadership decisions on priorities, ownership or resource changes.
4. Apply approved project updates, distribute the decisions and confirm each resulting action has a current owner.

**The result:** Leadership receives a source-linked review and its agreed changes appear in the actual delivery plans.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Asana.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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