Asana
Chat connectors integration
Yes. Connecting Asana lets the Obsidian AI chat look up projects and tasks from your Asana account.
What the Asana integration does
Connecting Asana to Obsidian brings project tracking into the AI chat. Ask what is overdue, find a task for a client, or draft an update. Each adviser connects their own Asana account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“What Asana tasks are overdue this week?”
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“Find the Asana project for the Johnson review.”
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“List my Asana tasks due tomorrow.”
How it works
Obsidian connects to your Asana account via OAuth. Once authorised, Asana tools appear in the AI chat. Disconnect at any time from Playbook → Apps.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
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Find Asana and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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Asana tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Asana.
Frequently asked questions
FAQ
Yes. Connecting Asana lets the Obsidian AI chat use Asana's tools from your adviser workflow.
You can ask the AI chat about Asana tasks, projects, and overdue work.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Asana. You'll be redirected to authorise access via OAuth. No passwords are stored.
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