Software CRM and pipeline software

AI automation for 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.

Free 30-minute discovery call. No obligation.

Asana logo

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.

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

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.

workflow.liveLive
InAsanaSource
AIReviewed draftReview gate
OutAsanaAction
  • AI Summary drafted review
  • OK Asana update prepared queued
Common questions

Asana AI automation, answered.

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 want to improve first. We will map the cleanest implementation path on a free 30-minute call.