Search Asanaprojects and tasks in your AI knowledge base.

The plan is to grant access through Asana itself: you sign in with your Asana account, and only the teams and projects you select together with us are read — read-only; no task is created, moved, ticked off or commented on in Asana. Whether your plan and the settings of your Asana administrator allow such a connection is something we check with you beforehand.

Once set up, synchronisation runs automatically: new and changed documents from Asana are added by themselves, without anyone having to upload anything.

Set-upThe connection is made with a click through your Asana account and is included in the setup. We agree beforehand which teams and projects are read — ideally together with the person who manages your Asana. Completed and archived projects are something we look at separately.

The connection is made in one click via the account and is included in the setup. Every source comes with its own logins, permissions and folder logic — we check the prerequisites at your company together beforehand.

Until then, and independently of it, you can upload files, whole folders, emails, photos and voice memos. Before we start, we go through real questions with you to see how the answers look.

The plan covers tasks with their description, comments and attached files, plus project, section and fields as attributes. Beforehand, we look at whether attachments are stored in Asana itself or only as a link to another storage location such as Google Drive, Dropbox or OneDrive — in that case, that storage should be connected itself. Whether the change history of a task is needed, i.e. who changed what and when, is something we discuss. We also clarify how private projects are handled and tasks that sit in several projects at once.