How one AI Teammate helps Asana distill up to 30 analyst reports a week

When Jerry Weltsch, Head of Analyst Relations at Asana, receives a new industry report, he doesn't read it cover to cover. He assigns it to a custom AI research assistant to analyze.

Jerry is responsible for managing relationships with industry analysts who specialize in software markets. That means constantly reading research, making sense of it, and communicating what it means for the business. Before customizing his teammate, Jerry used to process four or five analyst reports a week. Now, he easily studies 25 to 30 reports. The AI Teammate runs on the Asana Work Graph and turns each report into insights Jerry’s colleagues can use.

Asana AI Teammates aren't just about improving your own personal productivity. They're about scaling yourself and your team, and making your team's knowledge available to others in the organization even when you're not available.”

How an AI Teammate turns a stack of analyst reports into a working library

Jerry's team built a library of industry analyst reports, organized by firm, in Asana. To add a new report, he opens a task, attaches the report, and assigns it to the custom AI Teammate he built for the job. It breaks the work into subtasks and comes back with a structured summary:

• Why the report matters right now

• How it compares to existing research in the library

• Key takeaways with supporting proof points

• Tone, messaging alignment, and competitive context

None of that happens in isolation. AI Teammates are built on top of Asana's Work Graph, so Jerry’s AI research assistant has access to his team's marketing priorities, roadmap documents, and active projects across the analyst relations portfolio. This process allows the teammate to infer what’s relevant to Asana’s priorities, going beyond a simple summary of what the report says on its own. The teammate leaves a draft for Jerry to review, and once he's satisfied, he marks it ready for anyone else on the team to use.

From a dense monthly newsletter to weekly briefs people actually read

Jerry used to publish a monthly analyst relations newsletter, and it usually ran long enough that readers struggled to connect what mattered most to them. Once he saw how easily his AI Teammate could draft a brief from the report library, he switched to a weekly cadence instead. The weekly briefs include five key takeaways, timed close enough to the research that the insights won’t go stale.

The AI Teammate drafts the newsletter and creates an approval subtask so Jerry can review the content before it goes out. He adds in details from analyst conversations, then creates and shares an audio version of the newsletter before sending it out.

How one AI Teammate becomes a multiplayer tool for the whole team

The weekly briefs led to another use: personalized briefs for executives who don't have time to read every report. When an executive spotted a takeaway relevant to his own priorities, he asked Jerry for a standing briefing of his own—so Jerry gave the exec direct access to the AI Teammate. 

That's the power Asana brings to multiplayer teams: instead of one person prompting a private AI, a shared AI Teammate becomes an asset the whole team can draw on. Each person gets insight relevant to their own role, and Jerry isn't rebuilding the research from scratch every time someone new needs it.

It's not only about productivity. The executives are getting insights out of it that they wouldn't have had otherwise.”

An AI research teammate can help reclaim time

Jerry’s results tell the story. The monthly newsletter that used to take half of his day now takes him less than 20 minutes to turn into a weekly brief. And executive briefs are created today that simply wouldn't have existed before—there was never enough time to write them.

The benefits apply beyond analyst relations: anywhere research has to turn into a recommendation, an Asana AI Teammate can take the first pass. Try building one around your own research workflow, and see how much of your week it hands back.