Get Started with the Asana + Ambient Zapier Template!
OR, you can follow the steps below to do it yourself!
How to Connect Ambient with Asana
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.