What it’s for
Tracking findings as Asana tasks. A workflow step creates a task per confirmed finding in the project your team triages from; a chat agent checks whether a finding is already tracked and adds what it learned as a comment.Before you connect
- Create the bot Asana account and invite it to the workspaces and projects agents should reach. See the bot account. A guest or project-limited member is usually right.
- Sign your browser into the bot account, then follow the connect flow.
What agents can do
A task created without an assignee is assigned to the bot account — that’s Asana’s default for the
authenticated user, and agents are told about it. If you want tasks unassigned or assigned to someone
specific, say so in the agent’s instructions.
What agents can’t do
- Update a task’s fields, or mark it complete
- Delete tasks, projects, or comments
- Reach a workspace or project the bot account isn’t a member of
