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SIMBA + Asana

Create Asana tasks and updates from conversations.

Asana API docs

When a caller reports something actionable, the agent creates an Asana task in the right project with the call summary, tags, and assignee.

What agents can do

  • Create and update tasks
  • Comment on tasks
  • Assign and tag

Common workflows

Field-ops intake

Facility complaints hitting the support line become Asana tasks for the field team.

Setup

  1. 1
    Generate a Personal Access Token in Asana.
  2. 2
    Add the Asana integration in SIMBA.
  3. 3
    Wire asana_createTask to your agent.

Frequently asked questions

Does this support Asana portfolios?

Tasks yes; portfolio objects require enterprise scopes.

Connect Asana in the dashboard

Bring your own credentials. SIMBA stores them server-side and your agents call Asana during conversations.

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