Overview
Read makes it easy to turn action items identified in your meetings into Asana tasks, ensuring nothing falls through the cracks. By pushing action items directly to Asana, you can streamline follow-up, improve accountability, and keep your projects up to date—without manual copy-paste.
Prerequisites
- Your Read account must be connected to Asana (refer "Connecting the integration" below)
- You must have permission to create tasks in Asana.
- This feature is available on Read’s Pro, Enterprise, and Enterprise+ plans.
Connecting the integration
Like all of Read's integrations, you can find and enable the Asana integration from your Integrations page:
Using Multiple Asana Accounts?
Before connecting the integration, make sure you're logged into the Asana account you want to link with Read AI. Read can only connect to one Asana account at a time, but once connected, it will have access to all workspaces associated with that account.
After clicking the "Connect" button, you'll get sent to Asana to authorize the connection. If you belong to a Read workspace, you may need to ask a workspace admin to enable the integration first before you can connect. They can do this by going to Manage Workspace > Settings > Integrations and toggling on Asana.
Once you click "Connect", you'll see a screen that looks similar to this, which shows the different permissions Read requires to enable the integration. Click on "Allow" to proceed:
After clicking "Allow" you should be all set! You'll get redirected back to the Integrations page, where Asana will now appear as "Active".
How it works
- Read automatically detects action items from your meeting transcripts and summaries.
- You can review, edit, and select which action items to push to Asana as tasks.
- Tasks created in Asana may be assigned to the relevant contact and set to a due date.
Step-by-step instructions
- Review Action Items
- After your meeting, open the meeting report in Read.
- Scroll to the “Action Items” section to see all detected follow-ups.
- Create Asana Tasks
- Next to each action item you want to track, click the “Create Asana Task” button.
- A dialog will appear allowing you to review and edit the task details (workspace, project, task title, description, due date, assignee, etc.). Tasks are assigned to you by default, or the user who enabled your workspace integration.
- Make sure to fill out any required fields, like task title and workspace.
- Click “Create” to push it to Asana. You can go to the task created in Asana by clicking "View in Asana" in the pop-up (this pop-up will dismiss by itself in a few seconds).
- Next to each action item you want to track, click the “Create Asana Task” button.
- Manage Your Tasks in Asana
- The new task will appear in Asana, linked to any project that were selected.
- You can update, complete, or reassign the task directly from Asana as needed.
Tips & Best Practices
- Edit task details before pushing to ensure clarity and correct assignment.
- Use this feature to keep your tasks aligned with meeting outcomes and drive timely follow-up.
- You can create multiple Asana tasks from a single meeting report.
Troubleshooting
- If you can’t click the option to create Asana tasks, ensure your integration is active and you have the necessary permissions.
- If a task doesn’t appear in Asana, refresh your Asana and check that it was associated with the correct project.
- For persistent issues, contact Read support.