3 ways AI Teammates solve the hardest problems in data and strategy

Common workflow bottlenecks—like complicated data audits and repetitive report drafting—don’t just grind productivity to a halt. They prevent teams from getting the clean, reliable insights they need to make smart decisions. While automation can help with simple tasks, it often falls short when it comes to solving complex problems that require context and strategic thought.

This is why top organizations are adopting AI Teammates in Asana. This evolution of artificial intelligence marks a fundamental shift from isolated AI tools to collaborative agents that work with your team. Because these AI Teammates have access to data across the entire organization, they don't just automate—they tackle the hardest problems in data and strategy. 

Take a look at how three industry leaders—the financial giant Morningstar, the dynamic marketing agency Level Agency, and the retail powerhouse Living Spaces—are transforming the way they work with collaborative AI Teammates in Asana.

Level Agency: Unlocking creativity, ensuring client consistency

Level Agency is a performance marketing agency that serves organizations across industries like education, finance, and software. With expertise in customer nurturing strategies, ad development, data science and more, Level Agency targets both other businesses (B2B) and everyday consumers (B2C). Their core strategy is to use AI as a powerful tool to catapult their clients' growth.

As a fast-paced, tech-forward company that had already embraced AI to deliver results, adopting Asana AI Teammates was a natural fit for Level Agency. They’re now testing the AI across different departments to solve complex issues and make every team more productive.

Accelerating campaign production

Level Agency’s Marketing team built a Marketing Team Assistant that handles the upfront work for content and campaign product tasks, saving an estimated three to five hours on every content project.

This AI Teammate tackles the initial legwork for marketing initiatives, including:

• Crafting initial campaign briefs

• Turning detailed project briefs into first drafts for ad campaigns and webinar plans

• Writing first-pass landing page copy

• Crawling the web for sponsorship opportunities that meet pre-defined criteria

• Building campaign and project plans based on project history and internal context

Because the AI Teammate handles this foundational work, Level Agency’s marketers can “skip the setup” and “jump straight to the high-value work,” like making strategic decisions and executing against goals.

"For webinar projects, the AI Teammate tackled all the initial legwork by building out the project plan and drafting V1 copy,” said Jarrett Fleagle, Level Agency’s Head of Marketing. “This let our content coordinator skip the setup and jump straight into execution, giving her a valuable head start."

Growing operations and driving consistency

Level Agency’s Technology and Operations teams are also in the process of setting up two more AIs. They’re deploying an IT Help Desk Agent to quickly sort and categorize incoming support requests, and a Workflow Manager to review and apply new process ideas from employees across the company.

For the organization, these AI Teammates are a big step forward from their older automations because they can deal with intricate situations and be more flexible. Level Agency’s next goal is to share this intelligence by creating AI Teammate templates, making sure all 150+ client projects follow consistent and clear rules.

What's powerful is that the teammate is both a generalist and a specialist. It has core knowledge that it can apply anywhere, but it also learns the specific context of any project you put it on, just like a human expert. ”

Living Spaces: Sprucing up complex data audits

Living Spaces is a home furniture retailer offering fast and simple shopping solutions both online and in showrooms across the United States. The company is rolling out Asana's AI Teammates to untangle complex data problems and to make their high-volume work processes slide into place.

A key advantage is AI Teammate's access to the data inside Asana—it can perform deeper analysis and bubble up insights that would otherwise be difficult to get at. It's giving us much more accurate and reliable data.”

Cleaning up data and workflows

The 3D Project Coordination team put AI Teammates to use for high-value tasks including:

• Auditing existing, unreliable automation systems to check for data accuracy

• Engaging in a conversational rewrite of complex workflow steps, co-creating a "rock solid" standard operating procedure (SOP)

• Using the refined SOP as the training guidance for a new, accurate automated system

• Generating clean, reliable time-tracking data for management dashboards

Additionally, they built an AI Summaries Teammate that automatically pulls information and compiles reports for their external 3D vendor.

“The best part is the lack of setup required. Unlike other AI tools that need long, detailed prompts, the AI Teammate works well right out of the box,” said Matt Odom, Living Space’s Director of Content Production. “Being able to have a direct conversation instead of just creating a prompt and hoping for the best is a more natural way to train the AI and set expectations.”

Morningstar: Simplifying complex work with human-like reasoning

Morningstar is a global financial organization focused on empowering investor success. With more than 11,000 employees across 29 countries, they provide the products, research, and data that global investors—from individuals to institutions—need to reach their financial goals.

As a global company that operates on a complex tech stack while aiming for aggressive growth, Morningstar already embraced Asana AI Studio to automate processes and make every dollar count. Now, AI Teammates help Morningstar take efficiency to the next level, tackling strategic work that requires deep analysis to inform critical business decisions.

It's helping us identify pain points that people don't say out loud but are very much shown in the data.”

Streamlining strategic analysis and project management

By creating a specialized AI Teammate, Morningstar’s Project Management Team was able to complete tasks that would normally take up to two weeks in just 10 to 12 hours.

AI Teammates can securely access large volumes of information and surface essential details fast. Then the human in the loop can make smarter decisions, including:

• Completing weeks of research in hours

• Unlocking institutional knowledge within the work data to inform critical business decisions

• Identifying "unspoken" team pain points that are visible only through large-scale work data

• Assessing and scoping bugs to provide a clear starting point for QA

• Providing recommendations based on real organizational data

“When general bugs come in and we aren't sure where to start, it can be daunting,” said Deepika Ramchandani, Morningstar’s QA Analyst and Project Coordinator. “The AI Teammate helps us gain a good starting point and assess the problem.”

Power your team with human + AI collaboration

Are you ready to see what your team can achieve with some help from collaborative AI? Asana’s AI Teammates are now available in beta, with general availability expected in Q1 FY27.

Reach out to your account team for more details or join the beta at asana.com/ai-teammates.