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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
Optionally share the connection with other team members or make it available to your entire organization.
Sharing settings for the Asana connection
6

Configure tool permissions

Set the permission level for each action the Agent can perform:
  • Always Allow — The Agent performs the action automatically when needed
  • Needs Approval — The Agent asks the user for permission before taking the action
  • Disabled — The Agent cannot perform the action
Asana tools are organized into two groups:
  • View Data — Read-only actions like getting tasks, searching the workspace, and reading project details. Defaults to Always Allow.
  • Create & Modify — Write actions like creating tasks, updating tasks, adding comments, and creating subtasks. Defaults to Disabled.
Tool permissions screen showing View Data and Create & Modify tool groups
Review Create & Modify permissions carefully — Always Allow lets the Agent create or update tasks without asking first.
7

Enable the Connector

Click Add Tool to enable the Connector for this Agent.

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Monitor Asana actions

When an Agent uses the Asana Connector during a conversation, you can review what happened by expanding the action steps shown in the response. Each step shows which Asana action was called and what the Agent was thinking at each point.
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

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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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