Asana Connector

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The Asana connector lets you search through projects and tasks in your Asana application from Search AI.

Specification	Details
Repository type	Cloud
Supported content	Projects, Tasks (sub-tasks and attachments not supported)
RACL support	Yes
Content filtering	No

Prerequisites

An Asana admin account with access to the required projects and tasks.

Authorization Support

Search AI uses OAuth 2.0 Authorization Code grant type to access Asana content.

Set Up the Asana OAuth Client

1. Go to the Asana developer console.
2. Create a new app and enter the basic details.
3. Go to the OAuth page and set the Redirect URL based on your region or deployment:
   • JP Region: https://jp-bots-idp.kore.ai/workflows/callback
   • DE Region: https://de-bots-idp.kore.ai/workflows/callback
   • Production: https://idp.kore.com/workflows/callback
4. Copy the client credentials for the app.
5. Go to Manage Distribution, set the distribution method to Any Workspace, and click Changes.

Refer to the Asana OAuth documentation for detailed instructions.

Configure the Asana Connector in Search AI

On the Authorization page of the connector, provide the following fields and click Connect.

Field	Description
Name	Unique name for the connector
Authorization Type	OAuth 2.0
Grant Type	Authorization Code
Client ID	Client ID from the Asana OAuth application
Client Secret	Client secret from the Asana OAuth application

Use your Asana credentials to grant Search AI access when prompted.

Content Ingestion

After connecting, go to the Configuration tab. Click Sync Now for an immediate sync, or configure a Schedule Sync for future runs.

Ingested Content Format

The connector ingests Projects and their associated Tasks.

Projects — the following fields are included in the content field:

• Project Description
• Project Owner
• Completed

Tasks — the following fields are included in the content field:

• Task Description
• Project
• Completed
• Comments

Sub-tasks and attachments are not included. The raw_data field contains additional metadata about each ingested item.

RACL Support

Projects

• Public projects: sys_racl is set to the workspace or organization ID.
• Private projects: sys_racl is set to the project ID.

Tasks

The sys_racl field is set to one or more project IDs associated with the task. If any associated project is public, sys_racl is set to the organization ID instead.

To associate users with a project ID or workspace ID, use the Permission Entity APIs.