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Asana Integration

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Features

• Task Creation: Create Asana tasks directly from meeting recordings
• Project Linking: Connect discussions to existing Asana projects
• Action Item Extraction: Automatically identify and create tasks from transcripts
• Rich Context: Include meeting clips and transcript snippets in Asana tasks
• Due Date Detection: Automatically identify and set due dates from conversation

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Setup Instructions

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Prerequisites

• An active BuildBetter account
• Asana account with appropriate workspace access
• Admin permissions in BuildBetter

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Connecting Asana

1. Navigate to Settings → Integrations in your BuildBetter dashboard
2. Select Asana from the project integrations section
3. Click Connect and authorize via Asana OAuth
4. Select which workspaces to enable for integration
5. Configure default settings and permissions

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Configuring Asana Settings

1. Go to Settings → Integrations → Asana → Configuration
2. Configure:
   • Default workspace
   • Default projects
   • Task field mappings
   • Default sections and tags
3. Save your configuration

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Usage

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Creating Tasks from Meetings

1. Open any recording in BuildBetter
2. Select a relevant segment in the transcript
3. Click the Create Task button
4. Select the Asana workspace and project
5. Fill in task details, leveraging the selected transcript context
6. Submit to create the task in Asana

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Linking to Projects

1. From a recording or document, click Link to Project
2. Search for and select the relevant Asana project
3. Add a reference note (optional)
4. Save to establish the connection

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Automated Action Items

1. Go to a completed meeting recording
2. Navigate to the Action Items tab
3. Review automatically extracted action items
4. Select items to create as Asana tasks
5. Assign owners and due dates
6. Submit to create the tasks in Asana

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Advanced Features

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Custom Workflows

1. Go to Settings → Automation Rules
2. Create rules based on:
   • Meeting tags or topics
   • Specific phrases in transcripts
   • Meeting participants or roles
3. Configure how tasks should be formatted, assigned, and tagged
4. Enable the automation rule

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Bulk Task Creation

1. Open a meeting recording with a completed transcript
2. Select multiple segments or use the AI-detected action items
3. Click Create Multiple Tasks
4. Review and edit the task details
5. Select target project and assignees
6. Submit to create all tasks in Asana

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Troubleshooting

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Connection Issues

• Verify your Asana authentication is current
• Check workspace access permissions
• Ensure you haven’t exceeded API rate limits

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Task Creation Problems

• Verify required fields are properly populated
• Check for any project access restrictions
• Ensure proper workspace and project selection

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Missing Assignments

• Verify Asana users are properly mapped to BuildBetter participants
• Check that assignees have access to the target project
• Ensure email addresses match between systems

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Use Cases

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Project Management

• Convert meeting decisions into actionable tasks
• Track action items from status meetings
• Create comprehensive project plans from kickoff meetings

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Product Teams

• Transform customer feedback into product backlog items
• Link research findings to feature development tasks
• Record design decisions with links to implementation tasks

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Cross-functional Collaboration

• Ensure clear task ownership across departments
• Maintain context when transferring work between teams
• Provide rich meeting context for remote teammates

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Tips for Success

• Use consistent meeting tags to enable automation
• Create templates for different meeting types
• Set up default projects based on meeting categories
• Use Asana’s “My Tasks” view to see all tasks created from BuildBetter
• Review and refine automation rules regularly