[BETA] Asana Integration

Written By Chad McGuire (Sparrow Intel)

This guide explains how to set up and use the Asana integration in Sparrow Intel to create tasks directly in your Asana workspace.

Overview

Sparrow Intel's Asana integration unlocks powerful features:

  • Automatically detect and resolve issues. Chirp AI identifies cleaning and maintenance concerns from reviews, private feedback, and messages - then creates Asana tasks automatically.

  • Manually create tasks - linked to your workspace, projects, and assignees in Asana

Setup Steps

  1. Go to your Integrations tab and click the "Connect" button for Asana.

  1. Go to your Asana developer console.

  2. Click Create new token to generate a Peronal Access Token (PAT). Copy the token immediately - you won't be able to see it again.

  3. Paste your Asana Personal Access Token, then click "Save".

  1. Assuming the connection was successful, that's it! Please allow up to an hour for Sparrow Intel to sync your Asana account settings.

Feature Details

1. Manual Task Creation

Create Asana tasks directly from any review:

  1. Open a review.

  2. Click the Create Task button (or look for the task creation option)

  3. Select Asana as the task source

  4. Fill in the task details:

    • Title (required): The name of the task

    • Description (optional): Additional context or details

    • Project (required): Choose which Asana project to add the task to

    • Assignee (optional): Select a team member to assign the task to

    • Due Date (optional): Set a deadline for the task

  5. Click Create to add the task to Asana

The created task will include a link back to the original review in Sparrow Intel.

2. Automated Task Creation with Rules

Set up rules to automatically create Asana tasks when specific conditions are met:

  1. Go to the Rules page.

  2. Create a new rule or edit an existing one

  3. Set your desired conditions (e.g., review sentiment, rating, keywords)

  4. In the Actions section, select Create Asana Task

  5. Configure the action:

    • Assignee (optional): Choose who should be assigned new tasks

    • Project (required): Select the target Asana project

  6. Save the rule

When the rule conditions are triggered, a task is automatically created in Asana with:

  • A title based on the review or conversation context

  • The content included in the task description

3. Task Assignment

When creating tasks (manually or via rules), you can assign them to any member of your Asana workspace:

  • Assignees are synced from your Asana workspace

  • The dropdown shows all available team members

  • Assignment is optional - tasks can be created unassigned

4. Project Organization

All tasks must be created within an Asana project:

  • Only non-archived projects are shown in the dropdown

  • Projects are synced automatically when you connect the integration and again at least once per day

Frequently Asked Questions

Can I connect multiple Asana workspaces?

Currently, the integration connects to your first Asana workspace. If you need to work with a different workspace, ensure the Personal Access Token you use has access to that workspace.

Do I need to re-enter my token periodically?

No, Personal Access Tokens in Asana do not expire unless you revoke them manually. Your connection will remain active until you disconnect or revoke the token.

What happens if I revoke my Personal Access Token in Asana?

Task creation will fail, and you'll see authentication errors. You'll need to generate a new token and update the integration in Sparrow Intel.

Can I edit tasks in Sparrow Intel after creating them?

No, tasks are created in Asana and should be managed there. Sparrow Intel provides a link to the task for easy access.