Asana
Sync Revo with your Asana for task management, project tracking, and collaboration.
What It Is
Revo connects to your Asana workspace to read projects, tasks, subtasks, and custom fields—then transforms your work tracking data into queryable intelligence that powers automated workflows, context-rich emails, and real-time project insights.
What It Unlocks
- Query your Asana projects using natural language instead of navigating complex task hierarchies
- Auto-sync task status, assignees, and dependencies for up-to-date project visibility
- Cross-reference Asana tasks with Slack discussions, meetings, user feedback, and product roadmaps
- Auto-create and update Asana tasks from emails, meetings, Slack threads, or user feedback
How to Use It for Emails
When drafting email replies, Revo automatically pulls relevant Asana context:
- "What's the status of the homepage redesign?" → Revo queries your Design project in Asana, extracts task progress, blockers, and owners—then drafts a reply with current status and timeline
- "Send sprint summary to stakeholders" → Revo pulls completed tasks, in-progress work, and upcoming milestones from your sprint project and formats them into a clear update email
- "Is feature X blocked?" → Revo checks task dependencies and blocker fields in Asana, surfaces blockers with assignee info and links
Result: Emails grounded in live project data, not outdated status reports.
How to Use It from Chat
Ask questions directly in Revo:
- "What tasks are overdue in the Engineering project?"
- "Show me all high-priority tasks assigned to me this week"
- "What's blocking the Q1 launch milestone?"
- "List all completed tasks in the Marketing sprint"
- "Which projects have tasks due in the next 3 days?"
Revo searches across your Asana workspaces and delivers answers with direct task links.
How to Use It in Workflows
Trigger workflows FROM Asana:
- New task created in "Customer Requests" project → Analyze description → Cluster with similar feedback → Post summary to Slack #product-team
- Task marked "Done" with custom field "Needs Release Notes" → Extract task details → Draft release notes document → Post to Slack for review
- Task due date in 2 days with status "Not Started" → Send reminder email to assignee → Post alert in team Slack channel
- Weekly scheduled workflow → Pull all completed tasks from sprint → Generate team velocity report → Post to #leadership channel
Post results TO Asana:
- Meeting action items detected → Auto-create tasks in relevant Asana project with assignee, due date, and meeting link
- User feedback threshold met → Create new task in Product Backlog with feedback summary and vote count
- Email inbox triage → Parse customer request from email → Create Asana task in Support project with priority and description
- Competitor analysis completed → Create task in Strategy project with insight link and action items
Tasks Revo runs in Asana
Internal coordination
Prep the weekly team update or standup brief, automatically
Revo pulls the week's progress from your PM tool, the CRM, and Slack, then drafts the standup brief. before Monday morning.
Client communication
Reply to a team question on process, decision, or approval
Revo reads the question, checks prior decisions and your docs, and drafts the answer in your voice. so the team unblocks in seconds.
Data entry & CRM
Reconcile an incoming payment and update the CRM and PM tool
When Stripe or your bank confirms a payment, Revo reconciles the invoice, updates the CRM stage, and notes it on the PM project.
Internal coordination
Delegate a tax return or bookkeeping task to staff in one move
Revo drafts the assignment, attaches the engagement context, sets the deadline, and posts to Slack or PMS. so the partner stops re-explaining.
Internal coordination
Delegate a task to a direct report in one move
Revo drafts the assignment, attaches the project context, sets the deadline, and posts to Slack and the PM tool. so you stop re-explaining.
Matter management
Prep your note before a client meeting, automatically
Twenty four hours out, Revo pulls the project status, the open threads, and the prior meeting notes into a one-page brief on your desk.
