In this article, we'll go over the steps for integrating MeetGeek with Asana, a task management and collaboration tool.
Once the integration is established, MeetGeek will be able to create tasks from your meeting highlights and share them with your Asana projects. Or you can also sync entire meeting summaries with your Asana boards.
How to integrate Asana with MeetGeek
Go to the Integrations page and press on the Asana card.
You will be taken to a screen in Asana where you should grant MeetGeek access to whatever workspace you want to sync.
Choose your account and click on the "Allow" button and MeetGeek will integrate with your Asana account. You will then be taken back to the MeetGeek Integrations page.
It means that you successfully enabled the integration of Asana with your MeetGeek account. You're now ready to connect your meetings.
Default Asana settings
In the MeetGeek dashboard go to the Integrations page and on the four dots in the upper-right corner. There you will find the "Settings" button. That button will open a window with all the Asana settings, as you can see in the following screenshot.
Important: These settings will serve as the default settings for your account. This means that your workflows or in-meeting settings will be pre-filled with these values. However, you can still override the default settings if needed before sharing the meeting with Asana. We will review that later in the article.
How to create tasks in Asana for past meetings
Let's say you had a call with your team and need to update the action items discussed during that call in your task management tool, which in this case is Asana.
To do this, go to the meeting page of that particular meeting and navigate to the “Highlights” section. From there, select all or specific highlights that have been tagged as "Task" and click "Share highlights".
You will be prompted to select the Asana project and board to which you want to add tasks. As mentioned earlier, you will see the default settings that you set up during the first step of Asana and MeetGeek setup, but you can change them if needed.
Click "Send" and all tasks will immediately appear in your Asana project:
Set priority, add assignees, and collaborate with your team effectively in Asana.
If you want to share an entire meeting summary with all conversation highlights to your Asana workspace, go to the meeting page and click the "Share meeting" button.
Then, select the Asana logo and choose the workspace and project where you want to send the summary. Fill in the fields and the summary will be sent immediately to the selected project and stage in your Asana account.
How to automatically create tasks in Asana for all meetings
Now, let's review how to automatically connect every task and meeting with your Asana tool, saving you hours of manual work each week. Let’s proceed with the creation of an automated workflow.
Note: Automated workflows are available for users on Pro and higher subscription plans. Review here.
To proceed, head to the Workflows page in your MeetGeek account.
Then click Create new workflow to create a workflow.
Set the “Send to” field to “Asana” and ALL the "Mandatory options".
By selecting “Meeting” or “Highlight” in the “Given a” dropdown you can decide whether to send the whole meeting or just the highlights (e.g. "Tasks") to your Asana account.
Note: In order to sync your tasks, MeetGeek needs to know in which list and with which status to send. For that, you have to select all the settings, from Workspaces to Statuses. A valid workflow must have all these fields set.
That’s it! Click Save Workflow and you’ll automatically see your next MeetGeek meeting or highlight synchronized in your Asana account.
