Thunai Chat Agents – Asana Workflow Integration Guide

Key Features Available with Asana Integration

• Create New Tasks

  Easily raise tasks through the chat agent interface.

• Link to Similar Tasks

  If a new issue matches an existing one, the agent can link them.

• Check Task Details

  View status, priority, and other task information directly from the chat interface.

• Update Task Priority

  Modify the priority of raised tasks as required.

• Custom Fields Support

  Map custom fields to the agent. After setting the issue type and field mapping, agents will collect this data from users during task creation.

• Authorization (Optional Security Layer)

  Enable OTP verification or other authorization methods before allowing users to create or check tasks for enhanced security.

Workflow Integration for Chat Agents

Step 1: Enable Workflow in Asana

• Open the Application section.
• Locate and select the Asana app.
• Enter your Token, Workspace, and select the desired Project.
• Click Save to apply your settings.

Step 2: Create a Chat Agent

• Navigate to the Chat Agents menu.
• Click Create Chat Agent.
• Fill in the required fields with the necessary information.
• Hit Save to finalize the creation of the chat agent.

Step 3: Configure Workflow for the Chat Agent

• Open the chat agent you just created.
• Go to the Workflow section.
• From the Application dropdown, select Asana.
• Choose the Asana accounts where tasks should be created.
• Click Save to apply the changes with custom fields if required.

Step 4: Verify Integration

Once configuration is complete, any task reported through the chat agent will automatically be created as tasks in the mapped Asana project.

Step 5: Use the Chat Agent to Report Issues

• Open the Chat Agent Beacon.
• Start reporting the task – the agent will collect the required details.
• A corresponding task will be created in Asana.