Asana Automations
Portfolio automation — milestones, dependencies, approvals, and workload balancing in Asana.
6 automations for Asana
Pick any workflow and we'll build it for you.
Portfolio Roll-Up Status
Aggregate project health to portfolio.
How it works
Project milestone updated
Recalculate RAG status
Update portfolio custom field
Notify sponsor if red
Append weekly changelog note
Export CSV snapshot
Workload Rebalance Suggestion
Suggest reassignment when overloaded.
How it works
Weekly capacity calculation
Detect assignees >110% capacity
Generate reassignment suggestions
Post to Slack PM channel
Create approval task
Apply moves after approval
Approval Project Template
Kick off legal review project from form.
How it works
Form submission
Instantiate template project
Assign sections to counsel
Set due dates based on SLA policy
Notify stakeholders milestones
Archive when all approvals green
Bug SLA Tracker
Escalate Sev1 bugs.
How it works
Bug task created with Sev1 tag
Start SLA timer subtasks
If breach imminent ping on-call
Page via PagerDuty integration
Post-mortem task if breached
Metrics to Grafana dashboard
Creative Brief Intake
Generate tasks from brief fields.
How it works
Brief form submitted
Parse structured answers
Create tasks per deliverable
Attach brand assets from Drive links
Schedule kickoff meeting task
Notify creative director summary
Goals Progress Sync
Pull KPI metrics into goal fields.
How it works
Weekly metric pull from warehouse
Update goal percent fields
Comment variance narrative AI
Notify owners under pace
Roll up department goals
Export board PDF for QBR
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