Managed
Dashboard-managed connection
Recommended route
What it does
When a completed call needs follow-up, First AI Employee creates one task with the caller and call summary.
Before you start
Connect Asana, then choose the project where follow-up tasks should be created.
What it does not do
This is a one-way completed-call workflow. It does not make broader changes in the provider account, and authorization remains on your own account.
Set it up
- Sign in to First AI Employee and open Integrations.
- Choose Asana, then approve access in the provider’s own authorization screen.
- Connect Asana, then choose the project where follow-up tasks should be created.
- Save the destination. Complete one non-production call and confirm the expected record in the provider.