Asana Integration (Available Soon)
Asana connection via OAuth, workspaces and tasks sync, task assignment, AI-powered task suggestions. Available soon.
Available Soon: The Asana integration is currently in development and will be available shortly. The information below describes the planned functionality.
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- Check that EffiClose has not been revoked in your Asana developer console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