Integration

Pilot + Asana: orchestrate your Asana projects with cross-tool AI

Connect Asana to Pilot via Zapier, webhook, or the REST API. Create tasks from a WhatsApp message, sync progress with Pilot's internal boards, and get automatic reminders without your team leaving Asana.

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What Asana does with Pilot

Pilot is an AI-driven, end-to-end business system, turnkey out of the box: projects, tasks, CRM, communication, and operations come native. If you also use Asana, Pilot connects it and orchestrates your tasks and projects with AI, without asking you to migrate or abandon your boards.

Asana is one of the most widely used project managers in mid-size and large companies: it combines List, Board, and Timeline views with solid automations and reasonable reporting. Its weakness is the same as every project management tool's: when someone on the team stops updating their tasks, the whole system loses accuracy. For companies that live in WhatsApp and email, keeping Asana current is extra administrative work.

Pilot connects with Asana via Zapier, webhook, or the REST API. It's a compatible integration; you paste your workspace link and Pilot works, but it's not a native integration yet. The native integration with official Asana authentication is on the roadmap. In the meantime, the Zapier/webhook options are enough for the most common flows: creating tasks in Asana from a WhatsApp message or an email, syncing task progress with Pilot's internal boards, getting automatic reminders when a task is near its deadline, and consolidating Asana updates into each team member's daily plan.

If your team already has Asana running and needs Pilot's cross-tool AI layer (WhatsApp, email, transcribed meetings) without switching tools, this path works from day one. For companies that prefer the deep native integration, we recommend waiting for the rollout or using ClickUp (where the native integration is already in place).

What you can do

Create tasks in Asana automatically when a WhatsApp message or an email contains a request or commitment.
Sync the status of Asana tasks with Pilot's internal boards (via Zapier or webhook).
Query a project's progress in Asana over WhatsApp in natural language.
Automatic reminders to owners when an Asana task is approaching its deadline.
Weekly progress summary per Asana project, sent to the channel you choose.
Create comments in Asana from messages logged in other channels connected to Pilot.
Compatible with flows that trigger actions in Asana when something happens in Pilot (a new deal closed creates an onboarding task).
Notify the team when someone mentions an Asana task in a transcribed meeting.

Pilot modules that connect

Projects

Project management with AI that prioritizes and delegates.

Kanban boards

Kanban with AI that prioritizes cards.

Daily plan

Start the day with clear priorities.

Approvals

Approval flows that move themselves, right from WhatsApp.

Meetings

Every minute leaves actionable agreements behind.

When does Asana via Zapier make sense, and when does another tool?

The Asana-Pilot integration via Zapier or webhook covers the most common flows: creating tasks from other channels, syncing with internal boards, automatic reminders. If your team needs this and Asana is already adopted, it works from day one without migrating.

If your team hasn't picked a tool yet or is open to switching, it's worth evaluating ClickUp (native integration with Pilot, deep two-way sync) or Pilot's internal boards (zero integration, everything in one place). If you specifically need Asana's depth (advanced Timeline, Portfolios, Goals), the Zapier/webhook path with Pilot is the best option while the native integration is being released.

Compared with Asana Intelligence (Asana's native AI): Asana Intelligence operates inside Asana. Pilot operates cross-tool. Beyond Asana (via Zapier), it connects with WhatsApp, email, calendar, transcriptions, and CRMs. When a customer messages you on WhatsApp asking to add a task to the project, Pilot creates it in Asana instantly; Asana Intelligence never sees that WhatsApp message.

Use cases where this integration shines

Teams that connect this tool with Pilot usually start with these scenarios.

Industries where this integration is most popular

Sectors with the highest combined adoption of this tool and Pilot.

How to connect it

In Asana, generate a Personal Access Token (Avatar > My Settings > Apps > Manage Developer Apps) or authorize Pilot via Zapier.
If you use Zapier: create a Zapier account (the Starter plan is enough) and connect your Asana workspace.
In Pilot, go to Settings > Integrations > Asana and choose the path: direct REST API (Personal Access Token) or via Zapier.
If you choose Zapier: copy the webhook URL Pilot gives you and create the Zaps that connect Asana triggers with Pilot actions (and vice versa).
If you choose the REST API: paste your Personal Access Token and choose which workspaces, projects, and teams to sync.
Configure which Pilot actions trigger tasks in Asana (a new closed deal, a WhatsApp message with a keyword, etc.).
Save, and Pilot starts operating. When the native integration arrives, you migrate with one click without losing your configured flows.

Frequently asked questions

Is the Asana-Pilot integration native?

Not yet. The current connection works via Zapier or webhook with Asana's REST API. It covers the most common flows but lacks the depth of a native integration with official OAuth. The native integration is on the roadmap, and we'll let you know when it's ready so you can migrate.

What do I need to make it work?

An Asana Personal Access Token (free, 30 seconds to set up) or a Zapier account connected to your workspace. If you choose Zapier, the Starter plan (~$20/month) is usually enough for basic flows.

What can I do today without the native integration?

Create tasks in Asana from WhatsApp, email, or transcribed meetings. Sync task progress with internal boards. Get automatic reminders. Query project status over WhatsApp. What you can't do (yet): bulk task editing, sub-minute real-time two-way sync, and deep support for Portfolios and Goals.

When will the native integration be ready?

It's on the roadmap but we don't have a public date. If your case depends on the native integration, contact us. We can give you an estimate and let you know when it enters beta. In the meantime, the Zapier/webhook path covers the critical flows.

Is it safe to give my Personal Access Token to Pilot?

The token travels encrypted over TLS and is stored encrypted. You can revoke it from Asana with one click at any time. Pilot only reads and writes what you explicitly authorize, and the scopes are the minimum needed for the flows you configure.

Connect Asana to Pilot in 15 minutes

Book a demo and we'll show you the fastest path for your case: direct REST API or via Zapier. You'll watch the AI agent create tasks in Asana from a WhatsApp message and send automatic reminders.