Asana

The Asana integration allows you to sync your project management workflows with Calk and empower your AI assistants to understand tasks, teams, and timelines instantly. Once connected, your Asana data becomes available to power ultra-specific agents, contextual assistants, and automated reporting.

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🚀 How to Connect Asana

1. Go to Knowledge Hub → "Integrations" → click on Asana.

2. Hit the "Connect" button.

3. You’ll be redirected to an Asana authentication screen.

4. Approve access to the Asana workspace and projects you’d like Calk to use.

5. Once connected, Calk will automatically pull the following data (permissions list below 👇).

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🧠 What Calk Pulls from Asana & Why

Permission	Description
View Projects	Lists projects in your workspace. Enables assistants to identify project goals and generate project-based content or summaries.
View Workspaces	Lists Asana workspaces. Helps agents scope which teams to act on and keeps data organized.
View Users	Lists users in the workspace. Used to assign, tag, or mention users inside agent responses or tasks.
View Tasks	Lists tasks across projects. Allows agents to generate task summaries, identify overdue work, or suggest improvements.

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✨ Use Cases with Asana

Here’s how your team can immediately benefit from connecting Asana to Calk:

• ✅ AI Project Summarizer: Create an agent that summarizes all active or overdue tasks from your Asana board every morning.

• 📅 Meeting Prep Assistant: Fetch tasks assigned to a person or team and summarize progress for daily/weekly syncs.

• 🔁 Automatic Task Monitoring: Use your agents to track Asana tasks and ping teammates via Slack or email if deadlines are slipping.

• 💬 Customer-Facing Insights: For client-facing teams, generate summaries of project status to share during calls or updates.

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🛠️ Next Step: Build an Assistant

Now that your Asana is connected:

1. Go to the Assistants tab.

2. Create a new one, or edit an existing agent.

3. In the "Knowledge & Tools" tab, check Asana under "Connect Integrations".

4. Your agent will now have live access to your Asana tasks, users, and more!