Wordsmith + Asana
Turn new Asana tasks into Wordsmith legal requests, and get answers back on the task.
What is Wordsmith?
Wordsmith is a legal AI platform for in-house legal teams. Connect an Asana project, or one section of it, and each new task becomes a Wordsmith task for the legal agent you choose: the title, description, custom fields, assignee, due date and attached files come with it. Comments added to the Asana task later reach the same Wordsmith task, so the requester and the legal team keep one thread. The agent's answer stays in Wordsmith for a lawyer to review, or it can be posted back as a comment on the Asana task when the team turns that on. Wordsmith asks only for the Asana permissions it needs: it reads tasks, comments and files in the projects you pick, and writes nothing but comments.
How to connect Wordsmith + Asana?
Prerequisites:
A Wordsmith account in a workspace with the Asana intake enabled. You need permission to add Asana intakes.
An Asana account on any plan. No Rules, scripts or Enterprise features are needed.
Follow these steps to connect Wordsmith and Asana:
In Wordsmith, open Settings > Intake channels > See all > Asana, and select Connect Asana.
Approve access in Asana. Wordsmith asks to read workspaces, projects, tasks, custom fields, comments and attachments, and to add comments. It can't create, change or delete tasks.
Back in Wordsmith, pick the Asana workspace and project (search by name) and, optionally, one section. Select Save.
Under Connected agents, keep the default Wordsmith agent or add another agent.
In Asana, create a task in that project with a description and, optionally, a Word or PDF file.
Within a minute or two, the task appears in Wordsmith as a task holding the description, fields and file, and the agent starts work on it.
To send the answer back, open the Wordsmith task, open the Asana message's ... menu, choose Reply, write the answer and select Send. It appears as a comment on the Asana task. An agent can also post its answer itself when its 'Post the answer as a comment on the Asana task' setting is on. Later comments on the Asana task reach the same Wordsmith task as follow-ups.
Learn more and get support
To learn more about using the Wordsmith + Asana integration, visit Wordsmith.
If you have questions, feedback, or need support, visit the Wordsmith support page.
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