# How the revenue team at Asana saved $100k a year by automating workflows

> Learn how the revenue team at Asana uses an AI Teammate to respond to every rep and partner request within minutes—even when no one is available to answer.

Source: https://asana.com/resources/revenue-team-asana-automating-workflows

## How the revenue team at Asana saved $100k a year by automating workflows

When Steven Borobio-Bennett, APJ Programs and Operations Leads at Asana, starts his day, his Slack inbox is already full. Reps and partners from across the region come to him when something needs attention—a deal question, an escalation, a process issue that needs a fast answer. The messages never stop.

Steven is the expert they need, but he’s only one person. And when response time slowed down to days, deals slowed down with them. Now, thanks to agentic work management , Steven has a system to make sure every request gets a fast, researched response—whether he's available or not.

Every rep request that used to sit in my queue now gets a research response within minutes.

## **Processing a revenue inbox can be a full-time job**

Steven's value to the team isn't in triaging messages—it's in knowing how to resolve the issues behind them. But before he could resolve anything, he had to log, categorize and route every request to the right people. 

Traditionally, that meant reps filling out forms, Steven manually reviewing each submission, and responses taking three to four days on average. It was slow, it didn't scale, and in a revenue context, slow responses have a direct cost.

Until recently, that's just how revenue operations worked. But by using an AI Teammate, Steven was able to automate the entire intake and triage process.

## **How AI Teammates transformed revenue operations at Asana**

To move faster, Steven invited an AI Teammate into his workflow, operating alongside his team inside Asana. Now, instead of waiting for reps to fill out a form or for Steven to manually process each message, requests flow automatically from Slack into Asana, where the AI Teammate takes over.

Here's how it works:

#### **Step 1: Convert Slack message into Asana task**

When a rep or partner reaches out in Slack, Steven, or anyone else on his team, uses the Asana integration to convert that message into a task. The full Slack transcript is copied into the task, so no context gets lost.

#### **Step 2: Automatically categorize and fill in the details**

Once the task lands in the Revenue Operations inbox project, rules kick in to handle the administrative work automatically. The task gets categorized by department, effort level, and request type, without the rep ever having to fill out a form. Every request arrives structured and ready to act upon.

#### **Step 3: The AI Teammate triages and researches the issue**

With the task categorized, the AI Teammate steps in to do a first-pass assessment. It identifies what the issue actually is, pulls relevant context from past requests, and surfaces the right people for escalations. By the time Steven sees it, the work of figuring out what to do next is already done.

#### **Step 4: Build a shared, searchable history for the whole team**

Because everything lives in Asana, every request has a full trail—who submitted it, what the original Slack message said, how the teammate resolved it, and when. When a similar issue comes in again, the AI Teammate draws on that history to give a better, faster answer. And because tasks are visible across the team's shared inbox, anyone can see what's happening in real time, without Steven having to send a single status update.

## **From a three-day backlog to same-day resolution**

The results are concrete. Response times dropped from 3-4 days, to under one day. The team recovered 165.6 working hours per week just by eliminating the manual intake form. And when you add up the time savings and faster resolution times, the workflow is effectively recovering the equivalent of one full sales rep quota: around $100K per year.

What makes this agentic workflow valuable isn't just its speed—it’s that the work can continue even when Steven isn’t at work. Any rep in the region can post in the Slack channel and get a structured, well-researched response, whether Steven is available or not. And as more requests come through, the teammate gets better, because every resolved task becomes context for the next one.

Any rep in the region can actually post in this Slack channel and they get a structured, well-researched response.

## **Your fastest revenue workflow**

Using an AI Teammate has changed more than just how Steven manages his inbox. It's also changed what his team can promise to the reps and partners who depend on them.

Instead of days of waiting, every request gets a fast, researched response. And instead of one person as the single point of contact, the whole team operates as a shared, always-on resource.

That's how one person becomes a system that never sleeps.

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