What is GoInsight.AI?
GoInsight is an enterprise-grade AI collaboration platform that empowers users to connect their critical business applications, including Asana, into secure and auditable automated workflows.
With this integration, users can seamlessly leverage Asana as a key component of their business processes in two primary ways:
- Asana as a Data Source: Within the GoInsight workflow builder, users can configure tools to automatically read, retrieve, and analyze data from Asana. Key use cases include:
- Fetching Projects & Tasks: Automatically retrieve lists of projects, tasks, or subtasks to generate custom reports or perform data analysis.
- Monitoring Workspaces & Teams: Read team and workspace information for resource management and progress overviews.
- Syncing User Data: Get lists of users to maintain consistency across internal and external systems.
- Asana as a Destination: After a workflow has processed data (e.g., generated a report or a conclusion via an AI model), it can automatically write the results back to Asana. Key use cases include:
- Creating Projects & Tasks: Automatically create new projects or tasks in Asana based on triggers from other systems (e.g., Salesforce, Jira).
- Updating Projects & Tasks: Push analysis results, status changes, or AI-generated summaries directly into the descriptions of specified Asana tasks or projects.
- Adding Comments & Tags: Automatically add comments (e.g., "Report has been generated") or apply specific tags when a task reaches a certain stage in a process.
Our users build these workflows using a visual drag-and-drop interface, ensuring they have full control and transparency over how their Asana data is used.
How to connect GoInsight.AI + Asana?
To connect your Asana account within the GoInsight platform, please follow these steps:
- Log in to the GoInsight Platform: Access your GoInsight account.
- Navigate to the 'Credentials' Module: Find and select "Credentials" from the main platform menu.
- Add a New Credential: Click the "Add Credential" button, which will open a list of available services.
- Select Asana: Find and choose "Asana" from the list.
- Authorize the Connection: You will be redirected to the standard Asana OAuth consent page. Please log in to your Asana account and approve the requested permissions for GoInsight.
- Save the Credential: Upon successful authorization, you will be returned to GoInsight. Give your newly created credential a unique name (e.g., "My Company's Asana Account") and save it.
You can now select and use this credential from the configuration panel of any relevant tool when designing your workflows.
Learn more and get support
To learn more about using the GoInsight.AI + Asana integration, visit GoInsight.AI.
If you have questions, feedback, or need support, visit the GoInsight.AI support page.
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