Turn a promise into a task
The proposed flow would let an authorized agent create a selected follow-up with the support reference attached.
Plan an Asana connection for deliberate customer follow-up tasks, with conversation references and clear assignment boundaries.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
The proposed flow would let an authorized agent create a selected follow-up with the support reference attached.
Project membership and task ownership need explicit mapping before a request is handed off.
Task completion should prompt a reviewed support update; it should not automatically expose internal comments to customers.
Define the data, permissions and destination before putting the workflow in front of customers.
Pick one support follow-up project and decide which task fields may leave Message.
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
Test a teammate without project access and a repeated event to prevent duplicate or inaccessible tasks.
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
Test a teammate without project access and a repeated event to prevent duplicate or inaccessible tasks.