Automate Asana + Salesforce
Team tasks, due dates and the follow-through between them. The enterprise system of record for revenue. Put an agent between them and the hand-off stops being manual: it reads, decides, acts, and shows its work.
Automations teams run
Unlike field-mapping automation, the step in the middle is an agent — it can summarise, classify, judge and draft, not just copy values across.
When a task is created or completed in Asana…
…an agent can update records and fields in Salesforce — after reading the context and deciding it should.
When a due date nears in Asana…
…an agent can create tasks and notes in Salesforce — after reading the context and deciding it should.
When a project updates in Asana…
…an agent can extract report data in Salesforce — after reading the context and deciding it should.
When a lead or opportunity changes in Salesforce…
…an agent can create tasks with owners in Asana — with the reasoning recorded in the run’s receipt.
When a task is due in Salesforce…
…an agent can update status and comments in Asana — with the reasoning recorded in the run’s receipt.
When a report cycle begins in Salesforce…
…an agent can roll up project summaries in Asana — with the reasoning recorded in the run’s receipt.
Build it in AGNT
- Download AGNT Community Core — free and local-first.
- Connect Asana (one OAuth sign-in) and Salesforce (one OAuth sign-in) in the vault.
- Start from a marketplace workflow or describe the job in plain language; place approval gates on anything consequential.
- Run it — every execution produces a receipt showing what was read, decided and written in both tools.