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The Asana Connector gives your Agents live access to your Asana workspace. Agents can search for tasks, read project data, create new tasks, add comments, and more — directly during a conversation. Data is accessed in real time and never copied or stored in Cassidy.
For best results with complex Connector queries, use a powerful, reasoning-capable model. Cassidy supports models from OpenAI, Anthropic, and Google — see Choose the right AI model for current recommendations.

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Set up the Asana Connector

1

Navigate to your Agent

Go to Agents and select the Agent you want to configure.
Agents page with list of available Agents
2

Open the Connectors section

Click the Setup tab and scroll to the Connectors section.
Agent Setup tab showing the Connectors section
3

Add the Asana Connector

Click + Add Connector and select Asana.
Connector picker showing Asana as an available connector
4

Choose a connection method

Select how users will authenticate:
  • Each user connects their own account (recommended) — each user signs in with their own Asana credentials the first time they use the Connector
  • Use a shared Asana connection — all users access Asana through one shared account
Connection method selection screen for the Asana Connector
5

Set up the connection

If using a shared connection, select an existing Asana connection from your organization or click Set up shared connection and sign in to authorize access.
Shared connection setup showing an existing Asana connection
Asana connection modal
Give a new shared connection a recognizable name, then choose the people and groups who can use it.
Everyone with access acts through the same Asana account. Use a dedicated service account when possible.
6

Configure action permissions

Set the permission level for each action the Agent can perform:
  • Always allow — The Agent performs the action automatically when needed
  • Ask every time — The Agent asks the user before taking the action
  • Disabled — The Agent cannot perform the action
Asana tools are organized into three groups:
  • View Data — Read-only actions like getting tasks, searching the workspace, and reading project details. Default: Always allow.
  • Create & Modify — Actions like creating tasks, updating tasks, adding comments, and creating subtasks. Default: Disabled.
  • Remove Data — Actions that delete data from Asana. Default: Disabled.
Review Create & Modify and Remove Data actions carefully — Always allow lets the Agent create, update, or delete tasks without asking first.
7

Add the Connector

Click Add connector.

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Connect Asana for yourself

To use Asana in any chat, not just with this Agent, open Customize → Connectors, find Asana, and click Connect. See Add a Connector for yourself.

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Monitor Asana actions

When an Agent uses the Asana Connector, expand the action in the response to see its input, result, and approval status.
Agent conversation showing Finished analyzing reasoning and Getting your workspace information action step
Click any action step to see the full input and output — including which action was called and the data returned from Asana.
Expanded Asana action details showing the Get current authenticated user action with input and output data

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What the Agent can do

Once connected, your Agent can help with Asana tasks including:
  • Looking up tasks by name or searching across your workspace
  • Reading task details, due dates, and assignees
  • Getting all tasks in a project
  • Creating new tasks and subtasks
  • Updating existing tasks
  • Adding comments to tasks
  • Adding followers to tasks
  • Reading time tracking entries
  • Deleting tasks

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Data security

Asana data is accessed in real time and is not copied or stored in Cassidy. The Agent only queries Asana when needed to answer a question or complete a task.

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Next steps

Connectors overview

Learn about all available Agent Connectors and how they work.

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