How To Integrate Asana With Otter

Automate Task Management with Otter’s Asana Integration

Integrating Otter with Asana boosts efficiency in your workflow by automatically turning meeting action items into trackable tasks. Whether through Otter's native Asana integration or via Zapier, you can make sure that no critical task slips through the cracks after your meetings.

What the Otter + Asana Integration Enables

• Automatic Task Creation: With Otter’s native integration, action items from your meetings can be automatically sent to a designated Asana project - configured by our solutions team during setup. If you're using Zapier, you can choose the exact project and customize task details as part of your workflow setup.
• Custom Workflow Automation: With Zapier, set up your own triggers to create Asana tasks from new Otter recordings. This tailored automation allows you to build workflows that fit your team's needs.
• Improved Collaboration: By centralizing your tasks in Asana, teams can collaborate more effectively, ensuring accountability and the possibility for timely follow-ups.
  

How to Connect Otter to Asana

For Native Integration:

1. In Otter, navigate to your account settings.
2. Locate the integrations section and select Asana.
3. Authorize Otter to access your Asana account.
4. Let us know the Asana project where you want your action items to be sent.

Via Zapier:

1. Sign in to your Zapier account.
2. Use the Otter.ai + Asana Zapier template to set up the integration.
3. Follow the prompts to connect your Otter and Asana accounts.
4. Customize the trigger and action to fit your needs and workflow.

Note: Zapier integration is available for all Pro, Business, and Enterprise plans.

Key Benefits of the Otter + Asana Integration

• Efficiency: Automate the transfer of your action items, reducing manual workload between meetings and task completion.
• Accuracy: This integration makes sure that all tasks discussed in meetings are captured and tracked.
• Flexibility: Choose between our native integration for straightforward setups or our Zapier integration for more customized workflows.

FAQs

1. Can I choose which Asana project receives the action items?
   Yes! If you're using Zapier, you can customize which Asana project your Otter action items go to during setup. For Enterprise users using the native integration, your project destination will be configured by our solutions team.
2. Is the integration available on all Otter plans?
   The Zapier integration is available on Pro, Business, and Enterprise plans. The native integration is available exclusively to Enterprise customers.
3. Can I customize the tasks created in Asana?
   Yes! When using Zapier, you can fully customize task creation, including setting the task name, choosing the project section, and assigning it to specific team members. With the native integration, customization is available only through backend configuration. To adjust task structure, you can coordinate with your Otter CSM.

Learn More

For detailed setup instructions and more information (about Zapier integration), visit the Otter.ai Help Center.