Using Asana within AI Companion

You can use AI Companion to quickly generate and assign new Asana tasks, and search for existing ones using natural language prompts. This enables project collaboration to continue without switching platforms, helping teams stay aligned and productive on tasks directly within Zoom.

You can also use Asana with Zoom Team Chat.

Requirements for using Asana within AI Companion

• Asana integration enabled for your Zoom account
• Asana account with project access
• Custom AI Companion add-on
• Custom AI Companion for third-party apps must be enabled by account owners and admins and the third-party app must be integrated with AI Companion
• Login credentials to Jira
• Zoom desktop app
  • Windows: 6.4.5 or higher
  • macOS: 6.4.5 or higher
  • Linux: 6.4.5 or higher

How to connect Asana with AI Companion

1. Sign in to the Zoom desktop app.
2. Click the Home tab or click the AI Companion icon from your active tab.
3. In the Write a message or type / for more field, click the add icon .
4. Click the My Apps tab then Asana.

Note: Authorizing the Asana app allows AI Companion to access your Asana tickets, and associated metadata.

How to disconnect the Asana app

1. Sign in to the Zoom App Marketplace as an account admin or owner.
2. In the top-right corner, click Manage.
3. In the navigation menu, click Added apps, then Asana for Zoom.
4. Click Connections.
5. Click the ellipsis icon , then Disconnect.

Note: Asana app configuration data is deleted automatically when you remove the Asana app from the Zoom App Marketplace.

How to create Asana tasks with AI Companion

1. Sign in to the Zoom desktop app.
2. Click the Home tab or click the AI Companion icon from your active tab.
3. In the Write a message or type / for more field, type a phrase such as Create a task.
   Note: A task name and project title are required to create an Asana task.
4. (Optional) Include a meeting name, transcript, or topic in the same prompt to help AI Companion prefill task details.
5. Once the task is created, a confirmation task receipt will display the following:
6. Task Name.
7. Project title.
8. A link to the task in Asana.
9. An Edit option.
10. (Optional) Click Edit to modify the task, then do the following:
11. Enter a Task Name.
12. Enter a Project title.
13. (Optional) Enter a Project Section.
14. (Optional) Select an Assignee.
15. (Optional) Set a Due Date.
16. (Optional) Enter a Description.
17. Click Create.

How to search Asana tasks using AI Companion

1. Sign in to the Zoom desktop app.
2. Click the Home tab or click the AI Companion icon from your active tab.
3. In the Write a message or type / for more field, type a phrase such as Show me all Asana tasks about [topic].
4. A list of matching task titles will display in the side panel, each with its task number and a link to open the task in Asana.
5. (Optional) To update a task, refer to it by title or task number in a follow-up prompt.
   Note: If a task is not already referenced, AI Companion will request the task number.

How your data is used

Zoom’s Asana marketplace app allows Zoom Communications Inc. access to your Asana folders, pages and content. To do so, you'll need to share Asana permissions. The permissions you’ll share with Zoom Communications Inc. include:

• Access Asana content: Zoom Communications Inc. will have permission to access your Asana tickets, and associated metadata.

By authorizing this connection, the Asana app maintains ongoing access to your information.