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Asana

Connect Asana to send AI visibility tasks from the Finseo Tasks module into any Asana project. Each exported task includes the recommendation, the data evidence behind it, and concrete action steps as notes.

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What you can do

  • Export any Finseo task into an Asana project with one click.
  • Auto-export new tasks via automation rules (filtered by category and impact).
  • Assign exported tasks to Asana members directly from Finseo.

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Get your Personal Access Token

  1. Open the Asana developer console (My apps).
  2. Under Personal access tokens, click Create new token.
  3. Name the token, agree to the API terms, and copy the token — it is shown only once.
See Asana’s Personal Access Token docs for details.

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Connect

  1. In Finseo, open Integrations → Asana → Connect.
  2. Paste the token and save.

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Export tasks

  • On the Tasks page, open a task and use Export → Asana, then pick the target project.
  • Optionally choose an Asana assignee.

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Automation rules

Under Tasks → Automation, create rules that push new Finseo tasks into Asana automatically — filtered by category and minimum impact, with an optional default assignee.

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Troubleshooting

Personal access tokens start with a digit followed by a slash (e.g. 1/...). Copy the full value directly after creating it — Asana does not show it again later.
Finseo lists projects your Asana user is a member of. Join the project in Asana, then reopen the picker.