Introduction
Ambient’s AI capabilities make it seamless to create action items and summaries from meetings without lifting a finger.
However, sometimes you may also be using a Project Management system like Asana or Monday.com and you want tasks to show up there.
This can be accomplished through Ambient’s integration via Zapier.
Here’s a link to a pre-built template: https://zapier.com/shared/create-tasks-in-asana-from-ambient/a1e87159ab9d9cc4fa93050636b16d3fe20a0e21
Or, you can create your own by following the steps below!
What the Integration Does
Create Action Items in Project Management Tools
Action items, owners, key dates, and meeting metadata can be packaged up into tasks/stories in various project management tools like Asana, Monday.com, ClickUp, Jira, and many more.
Send Meeting Summaries to Any Destination
Send meeting summaries to Slack, Teams, Google Chat, and more to keep teams informed.
How to Set Up the Integration
Create a Zapier Account
Go to https://zapier.com/apps/ambient/integrations to create a Zapier account or sign in to an existing one.
Create a new Zap
Choose an application to integrate with Ambient. In this example I chose Asana.
Choose your trigger (Either create tasks from action items in Ambient OR send meeting summaries)
Choose an Account for Ambient
Go to Integrations tab (https://app.ambient.us/dashboard/user/account#integrations)
Click ‘Generate new API Key’ and give it a name (this doesn’t matter what you input)
Copy the key value and paste it into Zapier
Test the trigger…this pulls in data from your Ambient account to use as a test while you build out your integration.
Setting Up a Zap (Example: Asana)
App & event
We’re going to set up an integration with Asana. Choose the event called, “Create Task.” This will create tasks in Asana from Ambient.
Account
Follow the steps to authorize your Asana account with Zapier and click continue.
Action
The Action tab will let you configure how you want the Asana tasks to look.
Asana provides a few key fields to map Ambient data to: Due at, Name, and Description. Here are a couple of key mappings:
Ambient Description = Asana Task Name
Ambient Date = Asana Due Date
Once you’ve set your mappings you can click ‘Continue.’
Bonus: If you want to set the integration to only create action items from Ambient meetings you publish you can add an in-between step to filter for actions where the publisher is your email address.
Test
The last step is to test the integration. Click ‘Test step.’
The test task was created in Asana!
You can see how the mappings we defined in the Action step in Zapier shows up in Asana. You can always return to the Action step in Zapier to modify the way the tasks show up in Asana.
Publishing your Zap
The last step is to hit publish in Zapier. Once enabled, here’s the ruleset that determines when Ambient sends actions to Asana.
Anytime an Ambient meeting summary containing Action Items is published, create tasks in Asana.
By default, meeting summaries in Ambient start as drafts until the owner publishes it.
Any action item associated to the draft summary that gets published will be available to create tasks in Asana.