Asana Integration
Asana connection via OAuth, workspaces and tasks sync, task assignment, AI-powered task suggestions.
Asana Connection
We use OAuth to securely connect with your Asana account. No API keys or developer setup is needed — you authorize EffiClose directly through Asana.
- Navigate to Settings → Integrations
- Find "Asana" in the integrations list and click Connect
- You will be redirected to Asana — sign in with your Asana account and authorize EffiClose
- Select the workspace where new tasks will be created
- Optionally select a default project within that workspace
- EffiClose creates a test task in the selected workspace to verify that permissions are configured correctly
- The integration status will show as "Connected"
Permissions: During authorization, EffiClose requests read and write access to your Asana workspaces, projects, and tasks. A refresh token is used to keep the connection active — you do not need to re-authorize periodically.
Meeting Action Items to Tasks
After a meeting finishes, EffiClose extracts action items from the transcript and creates them as tasks in your connected Asana workspace.
- Task Name: The action item text becomes the task title
- Notes: Additional context from the meeting, including assignee information and meeting timestamps
- Due Date: When a deadline is mentioned in the meeting, it is set as the task due date
- Assignee: Tasks can be assigned to any member of the connected workspace
- Project: Tasks are created in your configured default project, or you can specify a project per task
AI-Powered Task Suggestions
After a meeting, EffiClose analyzes the transcript and action items to suggest new Asana tasks. Suggestions include the task name, notes, assignee, and due date when available.
- Suggestions appear as "pending" for you to review and approve before any tasks are created in Asana
- Duplicate detection prevents suggesting tasks that already exist in your workspace
- Approved suggestions are created as tasks in your configured workspace and project
Troubleshooting
Connection issues:
- Disconnect and reconnect the integration to re-authorize with Asana
- Ensure your Asana account has access to the workspace you are trying to connect
- Check that EffiClose has not been revoked in your Asana developer console
Sync errors:
- Disconnect and reconnect the integration
- Verify the user account has proper permissions
- Review error messages in the integration status page
Permission issues:
- Ensure you are a member of the workspace you want to connect
- Check that your Asana account has access to the selected project