Asana + 365agents: tasks created from phone calls, assigned to the right owner
365agents connects natively to Asana via OAuth. When calls require follow-up action — quotes to send, documents to draft, call-backs to make — tasks are created in the right Asana project and assigned automatically.
Written By Rick Garcia
Last updated 15 days ago
365agents connects natively to Asana via OAuth. When a call requires follow-up work — sending a quote, drafting a document, making a call-back, scheduling a site visit — the AI creates a task in the right Asana project, assigns it to the correct team member, and sets the due date based on the caller's expectation.
What this makes possible
•Task creation on call outcome — specific outcomes map to specific Asana projects and task templates
•Owner assignment — tasks go to the right person based on call content (sales, ops, finance, etc.)
•Due date aware — "I'll send it by Friday" becomes a Friday due date
•Call transcript attached — the full call context is on the task for the owner to review
•Custom field population — your Asana custom fields (priority, deal size, customer type) populate from AI-captured data
How a real call flows
•Caller asks for a custom quote
•AI captures the details, promises follow-up by end of next business day
•Asana task created in the "Active Quotes" project
•Assigned to the quote-desk owner
•Due date set to next business day
•Transcript attached; custom fields populated (service type, estimated size, decision timeline)
How to connect
•Admin dashboard → Integrations → Asana
•"Connect" and authorize workspace access
•Map call outcomes to specific Asana projects and task templates
•Define owner assignment rules
•Test with a call
Who this is for
•Teams managing client work in Asana
•Agencies with task-based workflow tracking
•Service businesses tracking open follow-ups
•B2B teams where phone-sourced action items need to be visible in the team's project tracker
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