# Plansom

> Connect Plansom's AI agent to Asana to turn your tasks and projects into prioritized goals and daily plans

Source: https://asana.com/apps/plansom

### What is Plansom?

Plansom is an AI work planner that helps teams set goals, plan their work and focus on what matters most each day. Connect Asana, and Plansom's AI agent can read your Asana tasks, projects and portfolios, and turn them into Plansom goals and tasks that are prioritized for you. Just ask in chat, and the agent can also update Asana for you: create and update tasks, add comments and post project status updates.
- **Ask about your work**: "What's due in Asana this week?" or "Which projects are behind?"
- **Turn Asana work into goals**: Group related tasks under a Plansom goal and track progress.
- **Plan your day**: Bring Asana deadlines into a prioritized daily plan.
- **Keep Asana current**: create tasks, update due dates, assignees, and comments, without switching apps

Plansom acts strictly on behalf of the connected user, inheriting their exact Asana workspace permissions. Any changes made in Asana are attributed to that user. Before the agent creates a goal or task in Plansom, it provides a draft for your confirmation.

### How to connect Plansom + Asana?

###### Prerequisites:
- A Plansom account (sign up at [https://plansom.com](https://plansom.com)).
- An Asana account (any plan). If your company uses Asana's app management, your Asana admin may need to approve the Plansom app first.

###### Connection steps:
- Log in to Plansom, go to **Resources > Agents** and open the **Connectors** tab.
- Find Asana and click **Connect Asana**.
- On Asana's authorization screen, review the permissions and click **Allow**. You will be returned to Plansom with an "Asana connected" message. Each connection is for one Asana workspace.

###### Setting up your AI agent:
- Click **New Agent > Build** manually, give the agent a name, and describe what it should do.
- Under "What tools does it need?", click + and choose **Asana** under **Productivity**. Keep the Plansom tool too, so the agent can create goals and tasks. Save the agent.
- Click **Chat** on the agent and ask, for example:
- "What's due in my Asana Website Launch project over the next two weeks?"
- "Create a Plansom goal called 'Launch the new website' and add the open tasks from my Asana Website Launch project as Plansom tasks under it, with the same due dates."
- "Based on the due dates, priority and status in my Asana Website Launch project, what should I focus on today and why?"
- "Add a comment on the Asana task 'Finalize homepage copy' saying it is now tracked in Plansom."

###### How to disconnect:

In Plansom, go to **Resources > Agents > Connectors**, turn off the Asana switch and click **Disconnect**. To also remove Plansom on Asana's side, open Asana **Settings > Apps**, find Plansom under **Authorized Apps**, click **Deauthorize**, then **Remove**.

### Learn more and get support

To learn more about using the Plansom + Asana integration, visit [Plansom](https://docs.plansom.com/integrations/asana).

If you have questions, feedback, or need support, visit the [Plansom support page](https://plansom.com/contact-us.html).

_Asana does not endorse or certify apps built by third-party developers. If you encounter inappropriate content or behavior, please report it_[here](https://form-beta.asana.com/?k=aYbbBJfJdmEBx4UwCxTJ0w&d=15793206719)_. Otherwise, please contact the app developer for support._

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