Project status summary drafts from task activity
Designed around a clear trigger inside Asana, a reviewed AI draft and a measurable reduction in admin time.
AsanatoReview
CRM and pipeline software
AI automation for Asana.
AI automation for Asana means layering reviewed AI agents on top of Asana to handle work like project status summary drafts from task activity, stuck task and bottleneck alerts working natively with Asana features like Workflow Builder, Rules, Portfolios. Horizon AI scopes one workflow, builds it with human approval on the decisions that matter, and hands over a runbook - your data stays in Asana.
Asana is a work management platform widely used by Australian marketing, operations and professional services teams. Horizon AI builds reviewed AI workflows that sit inside Asana, layered onto how your team already works.
30 min with our Director. No sales rep, no follow-up.
Asana
CRM and pipeline
- Cleaner CRM notes after every client touch
- Faster lead summaries and next-step drafts
- Reviewed AI drafts for follow-up emails
- Less pipeline hygiene work per rep
How AI fits in Asana
AI workflows that speak Asana's language.
Below are the actual product modules, features and ecosystem partners Asana uses - the AI layer Horizon AI builds slots into these, not around them.
Horizon AI configures Asana AI Studio and custom AI Teammates that triage incoming Forms, apply Rules to assign owners and Custom Fields, and roll progress up to Portfolios and Goals automatically. Agents draft project briefs, summarise stalled tasks for managers, and trigger Workflow Builder steps when dependencies slip. We integrate Asana with your CRM, finance and ticketing systems so status updates, billable hours and customer-facing milestones stay in sync without manual handoffs between PMs, sales and delivery teams.
By the numbers. Asana states '85% of Fortune 100 companies use Asana' and that it integrates with 'over 200 tools and counting' (asana.com/product).
Asana modules and features we work inside
Workflow BuilderRulesPortfoliosGoalsAI StudioAI Teammates
Other Asana implementation specialists in Australia
- Taco Technologies (Certified Asana Solutions Partner, Sydney and Brisbane)
- The Virtual Hub (Certified Asana Partner, Sydney)
Horizon AI sits alongside these specialists - not as another implementer of Asana itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Asana AI workflows
First workflows worth automating in Asana.
Each workflow has a defined trigger inside Asana, a reviewed AI step and a measurable change in how the team spends its week.
Stuck task and bottleneck alerts
Designed around a clear trigger inside Asana, a reviewed AI draft and a measurable reduction in admin time.
AsanatoReview
Client update drafts from project progress
Designed around a clear trigger inside Asana, a reviewed AI draft and a measurable reduction in admin time.
AsanatoReview
Workflow handover prep for next-stage owners
Designed around a clear trigger inside Asana, a reviewed AI draft and a measurable reduction in admin time.
AsanatoReview
Board hygiene reviews for project leads
Designed around a clear trigger inside Asana, a reviewed AI draft and a measurable reduction in admin time.
AsanatoReview
How the integration works
AI inside Asana, not bolted on top.
Horizon AI integrates with Asana through its REST API or native app marketplace, with scopes limited to the records, pipelines and properties each workflow needs.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services - wire Asana into Horizon-built workflows
- AI implementation services - scope, build, test and hand over the workflow
- AI workflow audit - review what should be automated first
workflow.liveLive
AsanaSource
Reviewed draftReview gate
AsanaAction
- AI Summary drafted review
- OK Asana update prepared queued
Often paired with
Software we build Asana workflows alongside.
Best fit for
Asana sits at the centre of crm and pipeline teams.
If you run crm and pipeline on Asana, the sector landing page covers the full software stack we build around.
Common questions
Asana AI automation, answered.
Can AI handle project status summary drafts from task activity in Asana?
Yes - this is one of the first Asana workflows Horizon AI builds. An AI agent watches for the trigger inside Asana, drafts the project status summary drafts from task activity, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Asana features like Workflow Builder and Rules?
It works alongside them. Horizon AI builds against Asana's own capabilities - Workflow Builder, Rules, Portfolios, Goals - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles. For context, Asana reports asana states '85% of fortune 100 companies use asana' and that it integrates with 'over 200 tools and counting' (asana.com/product).
Can Horizon AI integrate with Asana?
In most cases yes. Asana exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Asana?
No. Asana stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Asana.
Which crm and pipeline workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for professional services firms patterns we have built before.
Ready to layer AI inside Asana?
Tell us the Asana workflow you'd rather not be doing yourself. We will scope what it would cost to automate and what you would save, before the call ends.