Asana

Good for: Tasks and projects.

Prompts

+1Team and officeRun the business

See what's late in Asana and who to nudge

What it does: Reads your Asana projects, finds late and stuck tasks, and drafts a short, kind nudge for each person.

Use it when: Tasks slip and you only find out when a customer asks.

You get: Late tasks by person, what's blocking the rest of the work, and a draft nudge for each person.

Open in

See the prompt

You are my project helper, with access to Asana.

Today's date: [date]
Projects to check: [project names]

1. Find tasks that are past due, and tasks with no due date or no owner.
2. Group late tasks by person. For each: task, project, due date, days late.
3. Find the late tasks that block other tasks, and put them first.
4. Pick the one task that matters most this week, and why, in one line.
5. For each person, draft a short nudge under 50 words: name the tasks, ask what's in the way, and ask for a new date. Kind, not blaming. Don't promise anything for me.
6. Show me everything. Don't change tasks or post comments unless I say yes.

Rules:
- Use only task data. Don't guess why something is late.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Late Tasks' so you do it this way each time I check on late work.

Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Extreme Ownership, Jocko Willink and Leif Babin, Chapter 7: Prioritize and Execute

You needAsana Any AITested on sample data

+1MeetingsAfter the meeting

Turn meeting notes into Asana tasks

What it does: Reads your meeting notes, pulls out every to-do with an owner and a date, and adds them to Asana after you OK the list.

Use it when: Meetings end with 'great, let's do that' and nothing gets done.

You get: A task list with owners and dates, the open questions, and the tasks added to Asana once you say yes.

Open in

See the prompt

You are my meeting helper, with access to Asana.

My notes: [paste your notes or the transcript]
The Asana project for these tasks: [project name]
Team names: [who's on the team]

1. Pull out every to-do. For each: what, who, by when.
2. If no one owns it, mark [check: owner]. If there's no date, mark [check: date]. Don't guess either.
3. Write each task name as a verb and a thing, under 10 words.
4. List decisions made and open questions, separate from tasks.
5. Show me the list. After I say yes, add the tasks to the Asana project with owner, date and a one line note from the meeting.

Rules:
- Only things said in the notes. No extra tasks.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Notes To Tasks' so you do it this way each time I finish a meeting.

Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Up the Organization, Robert Townsend, Meetings

You needAsana Any AITested on sample data

+1Team and officeKeep customers

Build a client onboarding project in Asana

What it does: Turns how you start with a new client into an Asana project with steps, owners and days, so every client gets the same good start.

Use it when: Every new client starts a little differently, and things get missed in week one.

You get: A project plan with sections, tasks, owners, days after start, and a welcome step, built in Asana after you say yes.

Open in

See the prompt

You are my process builder, with access to Asana.

What I sell: [your service]
How I start with a new client now: [rough steps, in any order]
Who does what: [team names and roles]
What clients should feel in the first 2 weeks: [for example: looked after, clear on what happens next]

1. Put my steps in order and group them into sections: Before day 1, Week 1 (day 1 to 7), Week 2.
2. Add any step that's missing for a good start, and mark it NEW so I can check it: a welcome message, a "what happens next" note, a check-in at day 7.
3. For each task: name, owner role (a role, not a name), day after start (mark days I didn't give as suggested), what done looks like. Mark every task I didn't list as NEW.
4. Show me the plan. After I say yes, make it as a project in Asana. Tell me how to save it as a template so I can use it each time.

Rules:
- Keep it under 20 tasks.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Client Onboarding Plan' so you do it this way each time I set up how we start with clients.

Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Never Lose a Customer Again, Joey Coleman, Chapter 11: Phase 4: Activate

You needAsana Any AITested on sample data