LuminaNotes + Asana
Turn sales meetings into Asana tasks. Auto-create action items, set due dates, and assign owners post-call.
What is LuminaNotes?
LuminaNotes is the AI meeting assistant for B2B sales teams. After every Zoom, Meet, or Teams call, our AI generates a clean summary with action items, scores the deal on BANT/MEDDIC frameworks, drafts a personalized follow-up email in Gmail Drafts, and pushes structured notes to HubSpot or Salesforce.
This Asana integration adds two key superpowers:
- Surface existing Asana tasks mentioned during meetings as inline references in the call summary.
- Create new Asana tasks from action items the user wants to track, with structured fields: assignee, due date, project, custom fields for deal name and priority.
Reps install once, then every meeting flows action items into the right Asana project automatically. No more typing tasks after every call.
How to connect LuminaNotes + Asana?
- Sign up for LuminaNotes at luminanotes.ai/signup.
- From the LuminaNotes dashboard, go to Settings > Integrations, select the Asana tile, and click Connect to Asana.
- Follow the OAuth authorization flow to connect LuminaNotes to your Asana workspace.
- Choose the Asana project where LuminaNotes should create synced action items.
- In the LuminaNotes dashboard, select Generate AI summary for any meeting.
- LuminaNotes will analyze the meeting transcript and create action items as tasks in the selected Asana project.
Learn more and get support
To learn more about using the LuminaNotes + Asana integration, visit LuminaNotes.
If you have questions, feedback, or need support, visit the LuminaNotes support page.
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