Example solution design · AI-assisted solution design

Campaign operations on Asana

How to run the group's ad operations on Asana: target process, architecture, agents, configuration, data flow and build plan, each element traced to a requirement and checked against Asana's documentation.

ClientMedia Agency X
FunctionAd operations
PlatformAsana Enterprise
Process mapCampaign delivery
Sources checked18 October 2026
Prepared byCompany A

01Captured use case

From the guided interview and uploaded flow 14 requirements · 6 connected tools · 5-stage flow
Overview

A media agency group runs paid media campaigns for brand clients across search, social, display and video, in several markets. Each campaign passes through five teams and six systems.

The group wants one platform for campaign operations: structured briefs, standard workflows, auditable approvals and live status for clients, leaders and finance.

Success measures
  • Brief-to-kickoff cycle time
  • Hours spent compiling status
  • Approval disputes
  • Over- and under-allocated staff
Key characteristics
Scale
1,000+ users in five teams, across several markets
Teams
Client service, planning, buying, trafficking, creative studio
Client reports
Daily pacing and weekly campaign reports, built from media platforms and signed off before release
Leadership
Weekly status across clients and markets; read only
Finance
Delivered-versus-booked status per campaign for client billing and month-end close
Systems
Slack and Teams for collaboration; HubSpot and Salesforce for clients and deals; ADvendio for orders; Mediaocean for plans, buys and billing
Policy
Group single sign-on, automatic provisioning, SIEM logging, data held in a set region
Out of scope
Media buying itself, which stays in Mediaocean; pacing and performance data, which stay in media platforms
Process and pain points
01

Brief

Client service captures objectives, budget, channels, markets and dates.

PainBriefs arrive incomplete. Planners chase details.

02

Plan

Planners build the media plan and staff the campaign. The client approves.

PainEach campaign type starts from scratch. Staffing relies on instinct.

03

Buy and traffic

Buyers book media in Mediaocean. Traffickers set up placements and creative.

PainHandoffs between teams are manual.

04

Review

Creative and client teams review assets before launch.

PainFeedback sits in email and chat. Sign-offs leave no trail.

05

Report and close

Pacing and campaign reports go to the client. Finance bills delivered media and closes the month.

PainNo cross-campaign view. Status is compiled by hand.

Every stageGroup policy governs sign-in, provisioning, audit and data location.
Design question

How should Asana be set up and connected to run this from brief to month-end close, and what does it take to build?

02Design summary

What is the design?

One Asana project per campaign, kept standard by templates and a bundle.A form takes the brief, rules hand work between teams, five approval gates record sign-off and portfolios replace hand-compiled status.

What do the agents do?

Read briefs, draft OKRs, status and variance notes, and triage sync failures.Each output stays a draft until a named person approves or posts it. No agent writes to Mediaocean or billing.

What connects, and how?

Four Asana apps and one integration layer, under three data contracts.Mediaocean keeps plans, bookings and billing. Asana reads milestones, delivery and billing status from it and never writes back.

Which plan?

Enterprise with Compliance Management and AI Teammates.Capacity planning, the bundle, single sign-on and SCIM start on Enterprise. Compliance Management feeds the audit log to the SIEM.

What does it take?

12 weeks in seven phases, with a one-market pilot.83–98 consultant days, 18–21 of them for the agents. Answers to Q4 and Q5 settle the integration ranges.

CoverageAll 14 requirements trace to a component in section 05 or 07. Video proofing is partial and UK data location is open; section 10 holds both questions. Campaign OKRs are added to make the success of each campaign measurable.

03Target process

Matched to Accelyte's Media and agencies process map, campaign delivery. Five of its seven stages apply; pitch and post-campaign review sit outside this scope. Numbers give the order of work.

01Brief
02Plan
03Buy and traffic
04Review
05Report and close
Client service
1Submit brief
7G2 Client approves plan
12G3 Client approves creative
15Post status, release reports
Planning
4G1 Accept brief and OKRs
6Build plan, staff by role
Buying and trafficking
8Book media in Mediaocean
10Traffic placements
13G4 Go-live check
Creative studio
11Proof creative
Finance
18G5 Close the month
Asana, integrations and agents
2Read brief, list gapsAI
3Draft campaign OKRsAI
5Create campaign and its goal
9Sync milestones and delivery
14Draft weekly statusAI
16Sync billing status
17Draft variance notesAI
Done by a person Approval gate, named approver Runs in Asana or the integration layer AIAgent draft; a person approves or posts it
Exceptions
Incomplete brief
Step 2 lists the gaps on the brief and returns it to client service. Planning never sees it.
Plan or creative rejected
The stage reopens and its gate repeats. Each decision stays on the approval task.
Under-delivery
Step 17 drafts a note when delivered falls below booked; finance reviews it before close.
Sync failure
The triage step opens a task for buying with the likely cause. The nightly check retries.
What changes at each stage
Stage Today In the design
Brief Briefs arrive incomplete The brief agent reads the client's document and fills the brief; incomplete briefs return before planning sees them. OKRs are drafted for G1
Plan Each campaign starts from scratch The campaign project and its goal are created from approved data; the capacity plan staffs by role before names are known
Buy and traffic Manual handoffs Rules assign the next team when a stage completes; milestones and delivery arrive from Mediaocean
Review Feedback in email, no trail Proofing on the asset; approval tasks record who signed off and when
Report and close Status compiled by hand Status and variance notes arrive as drafts; dashboards and campaign goals show progress to leaders

04Solution architecture

PEOPLE AND CHANNELS Delivery teams Full seats, five teams Leaders and finance View-only seats Slack and Teams Updates, approval requests AI assistants Through MCP, full seats ASANA ENTERPRISE · WORK LAYER Intake Brief form, branching Work model Portfolios, templates, bundle Automation Rules, AI Studio Review Approvals, proofing Resourcing Capacity plan, placeholders Reporting and goals Dashboards, campaign OKRs AGENT LAYER Brief agent AI Teammate AI OKR agent Custom, REST Goals API AI Status, variance AI Studio drafts AI Exception triage LLM step in the iPaaS AI INTEGRATION LAYER Asana apps Slack, Teams, HubSpot, Salesforce iPaaS, one token per flow Campaign creation, Mediaocean, goals, nightly check SYSTEMS OF RECORD HubSpot Clients and deals Salesforce + ADvendio Orders Mediaocean Plans, delivery, billing Media platforms Pacing; stays out GOVERNANCE Identity provider SSO and SCIM Service account Scoped: SCIM, audit SIEM Audit log, long-term Data location Route set by Q2 AI controls Admin on, drafts only Data contracts C1–C3, validated
Native or Asana app Build in the integration layer, or MCP Dark outline: agent · Dashed box: outside the design
Architecture decisions
  1. Asana runs the work. Mediaocean keeps the money.

    Plans, bookings and billing stay in Mediaocean. Asana holds the plan ID, milestones, delivery and billing status, read one way and never written back. Finance keeps one source of truth for billed media.Pattern system of work, system of record · Vendor Mediaocean integrations27

  2. Templates start campaigns. A bundle keeps them standard.

    Four templates set up each campaign by type. One bundle carries the stage sections, shared fields and handoff rules, and an edit to it reaches every campaign that uses it. With 1,000 users, that stops each team drifting to its own version.Docs bundles, templates18, 1 · Map campaign delivery stages

  3. One integration layer, checked nightly.

    An iPaaS runs the four custom flows with retries, logs and one token per flow, under Asana's 1,500 requests a minute. Webhooks deliver at most once, and in August 2026 task change events stopped for about a day. A nightly job re-reads both sides and corrects drift.Docs webhooks, rate limits25, 16 · Practitioner thread26 · Pattern integration layer with reconciliation

  4. Rules hand off. People approve.

    Rules move work and assign the next team when a stage completes. Five gates stay with named approvers, and G1 also approves the campaign OKRs.Docs rules, approvals23, 4 · Pattern human gates, automated handoffs

  5. Access follows the group directory.

    Sign-in and provisioning come from the group identity provider. Leaders and finance readers take view-only seats. Integrations run as one integration user on the campaign teams only, because a service account with full permissions reaches all organisation data.Docs SSO, SCIM, view-only, service accounts7, 8, 19, 20 · Pattern least privilege

  6. Models draft, code writes, people approve.

    Agents read briefs, draft OKRs, status and variance notes, and triage sync failures. Structured writes go through code against a data contract, and client-facing output passes a named person. The OKR agent writes through the REST API, because neither the MCP server nor AI Teammates can create goals.Docs MCP server, AI Teammates, goal metrics30, 31, 33 · Pattern models draft, code writes, people approve

05Platform configuration

Work model
  • Group portfolioLeaders, view-only
  • Client portfolioOne per client
  • Campaign projectFrom template, bundle attached
  • Stage sectionsBrief to close
  • Approval tasks G1–G5Named approvers
  • Campaign goalObjective, linked to its project
  • Key-result sub-goalsTwo or three, one metric each
  • Campaign briefsIntake project with the form
  • TeamsOne per function, six
Custom fields
Field Type Set by
Client, market Single-select Brief form
Campaign type Single-select Brief form
Channels Multi-select Brief form
Flight start, end Date Brief form
Budget Number, currency Brief form
Primary KPI, target Single-select, number Brief form
Mediaocean plan ID Text Integration
Billing status Single-select Integration
Delivered vs booked Number, percent Integration

Fields set by the integration are corrected by the nightly check if someone edits them by hand. Field values follow contract C1 in section 11.

Components
Component Configuration Requirement met Plan Source
Intake
Brief form One form in Campaign briefs. Branches by campaign type, channel and market. Objectives, budget, flight dates, primary KPI and target required. Structured brief, routed by type Advanced 2, 1
Brief agent AI Teammate, default assignee of new briefs. Reads the client's brief from email or files, fills empty fields, comments with gaps. Structured brief Add-on 31, 1
Work model
Campaign templates Search, social, display, video. Stage sections, milestones and approval tasks G1–G5. Repeatable framework per type Starter 1
Campaign bundle Stage sections, shared fields and handoff rules, attached to every campaign project. Standard stages with logic Enterprise 18
Portfolios One per client, nested in a group portfolio. The market field filters each view. Every campaign in one view Advanced 1
Automation
Handoff rules Stage task completed: move to the next section, assign the next team's lead, post to its channel. Automatic handoffs Starter 3, 23
Approval rules Approval status changes: notify the requester; on rejection, reopen the stage task. Auditable sign-off Advanced 23, 4
Status drafts AI Studio workflow drafts each weekly status from the project as a comment; client service edits and posts it. Roll-up status without manual work Starter 21, 22
Review
Approvals Five gates, each with a named approver. Decisions stay on the approval task. Auditable sign-off at each gate Advanced 4
Proofing Images and PDFs marked up on the task. Video reviewed in the studio's tool and linked on G3. Creative review, partial Advanced 4
Resourcing, reporting and goals
Capacity plan Allocations by role in weekly hours. Placeholders hold capacity before names are known. Resource visibility before commitment Enterprise 6
Dashboards Leadership: campaigns by status, client and market. Finance: billing status and delivered versus booked. Roll-up status without manual work Advanced 5
Campaign goals One objective per campaign, progress taken from two or three key-result sub-goals. Created after G1; delivery values daily from Mediaocean. Measurable campaign outcomes, added Advanced 34, 33

Sign-in, provisioning, audit and data location are set in section 07.

Edition this configuration needs
PlanEnterprise
Add-onsCompliance Management, AI Teammates
Full seatsDelivery teams, approvers, integration user
View-only seatsLeaders, finance readers

Capacity planning, placeholders, the bundle, single sign-on, SCIM and view-only seats set the plan. AI Teammates include 5 requests per user a month, up to 50 per account; above that, prepaid requests cost $0.50 each, sized from brief volume. Data residency joins only if Q2 requires it; Timesheets and Budgets only if Q3 does.1, 6, 18, 19

06Integrations and data flow

HubSpotClients and deals Salesforce + ADvendioOrders Identity providerUsers Slack and Teams AsanaCampaigns and goals SIEM AI assistantsThrough MCP iPaaSFour flows,one token each MediaoceanPlans, billing Brief documentsEmail, Drive, SharePoint 1 4 6 5 7 A B 2 3 O 3 R
Asana app, native feature or AI Teammate Build in the integration layer, or MCP Letters and numbers match the table
Which mechanism, when
Webhook
Triggers only. Delivered at most once, so each webhook flow has the nightly check behind it.25
REST API
Every structured write: projects, fields, goals. Integration user, one token per flow.16, 24, 33
MCP
People working through Claude, ChatGPT or Gemini. Runs as the person, one workspace per session, one-hour tokens.29, 30
AI Teammate
Agent work inside Asana that reads email and files. Uses the triggering user's access.31, 32
File contract
Mediaocean, unless the client's contract includes API access (Q4).27
Asana app
Slack, Teams, HubSpot and Salesforce.15
Flows
FlowFrom → toTriggerDataMechanism, identity, contractSource
BEmail, files → AsanaBrief arrivesClient's brief into brief fieldsAI Teammate connectorsTriggering user · drafts only31
1HubSpot → AsanaTask openedClient and deal contextHubSpot app widget on tasks13
2Asana → iPaaS → AsanaG1 approvedBrief into a new campaign projectWebhook, then template instantiation, an asynchronous jobIntegration user · C125, 24
3Mediaocean → AsanaHourlyPlan ID, milestones, delivery, billing statusNo Asana app; file or partner API, per Q4Integration user · C215, 27
OiPaaS → Asana goalsG1 approved; dailyApproved OKRs; delivery valuesREST: create goals, set metric valuesIntegration user · C333, 34
4Salesforce → AsanaOrder created or changedADvendio orders become trafficking tasksSalesforce app; iPaaS only if Q5 shows the objects are out of reach14, 28
5Asana → Slack, TeamsStage done, approval requestedUpdates in team channelsAsana apps and rules integrations; Teams needs a paid Teams plan11, 12, 23
6Directory → AsanaJoiner or leaverUser accountsSCIMScoped service account8, 20
7Asana → SIEMContinuousAudit eventsAudit Log APIScoped service account9, 20
AAssistant ↔ AsanaPerson asksWhat that person can see or editMCP server V2, OAuth appThe person · full seats only, per Q729, 35
RBoth waysNightlyFlows 2, 3 and ORe-reads both sides, corrects drift; triage drafts the likely causeIntegration user25, 26
System of record for each data object
DataOwned byIn Asana as
Clients and dealsHubSpotWidget on tasks; client field
OrdersSalesforce, through ADvendioTrafficking tasks
Media plans and bookingsMediaoceanPlan ID and milestones
Billing and deliveryMediaoceanBilling status, delivered vs booked
Pacing and performanceMedia platformsNot held
Campaign OKRsAsana; delivery values from MediaoceanObjective with key-result sub-goals
Briefs, work, approvalsAsanaNative records
PeopleGroup directorySynced user accounts
Build rules for the integration layer
Tokens
One per flow, since Asana applies limits per token.16
Throttle
Honour Retry-After; about 10 parallel workers at most.16
Contract check
Each record is checked against its contract before any write; failures are quarantined. Practice
Idempotent
Writes keyed on the contract's match key, so a re-run never duplicates. Practice
Agent writes
Drafts, comments and the agent's own tasks only; structured writes go through code. Practice
Failures
Record and error go to an operations channel, with the triage draft attached. Practice

07Access and governance

RoleSeatCan do
Client serviceFullOwn client portfolios, campaign projects and goals; record client decisions at G2 and G3
Planning, buying, traffickingFullWork stage tasks; approve G1 and G4
Creative studioFullProof creative and answer feedback
Finance approverFullApprove G5. View-only users cannot complete tasks.19
Leaders, finance readersView-onlyRead portfolios, projects, goals and reporting; no edits, comments or integrations19
Integration userFullCampaign briefs and campaign teams only; one token per flow
Service accountScopedSCIM provisioning and audit log only20
Agents
AgentRuns on, asMay writeApproved by
Brief agentAI Teammate, with the triggering user's access; cannot raise its own permissions32Brief fields, comments, subtasksPlanning lead at G1
OKR agentCustom agent; code writes as the integration userA draft comment; goals only after G1, through C3Planning lead at G1
Status and varianceAI Studio; reads its triggering task and project22Draft commentsClient service posts; finance at G5
Exception triageLLM step in the iPaaS; read-only on MediaoceanException tasks for buyingThe buyer who resolves it
AI assistantsMCP, as the person who signs in29What that person may editThe person
Controls
Sign-in
SAML through the group identity provider. Session timeout from 1 hour to 30 days.7
Provisioning
SCIM from Okta, Microsoft Entra ID, OneLogin or Google Workspace.8
Audit
Asana keeps 90 days; the SIEM keeps the rest. Splunk and Panther integrations listed.9
Data location
Listed regions: United States, Germany, Japan, Australia. A UK-only rule goes to Asana before the quote.10
AI scope
A super admin enables Asana AI. Each AI Studio workflow reads only its triggering task and project unless a builder widens it.22
AI approvals
AI Teammates need the running user's approval to send email or remove members.31
Attribution
AI Teammate actions in connected apps appear as the triggering user's, so agents work in labelled comments and their own tasks.32
AI data
Asana's AI partners must delete customer data once a query completes.21

08Gaps and risks

ItemWhyResponseSource
GapVideo proofingProofing covers images and PDFsStudio keeps its video review tool, linked on G3 (Q1)4
GapUK data locationNo listed UK regionConfirm with Asana before the quote (Q2)10
GapSeveral approversSits under Timesheets and BudgetsOne approval task per approver, or the add-on (Q3)17
RiskMediaocean accessNo public developer programme shownAPI if the client's contract allows; scheduled file if not (Q4)27
RiskMissed change eventsWebhooks deliver at most onceNightly reconciliation25, 26
RiskStale feedA Mediaocean drop arrives late or not at allFreshness check in C2; stale flag on the finance dashboardPractice
RiskMonth-start volume5 project creation jobs per user at onceQueue creation in the iPaaS16
RiskInstructions in briefsClient documents can carry text aimed at the agentBrief agent writes fields and comments only; email and member changes need approval31
RiskAI request quotaIncluded allowance caps at 50 per accountPrepaid requests sized from monthly brief volume1
RiskWrong OKR draftA model can misread an objectiveTargets come only from brief fields; G1 approves every OKRPractice
RiskAdoptionFive teams change tools at onceOne-market pilot; an admin owns templates and the bundlePractice

09Build plan and estimate

Hatched: length depends on Q4 and Q5. Outlined: agents join the pilot once they pass their test sets.

Phases
PhaseWeeksDeliversDone when
Confirm1Answers to Q1–Q7, Asana quote, Mediaocean accessDesign signed off
Foundation1–3SSO, SCIM, teams, admin and AI settings, audit feedTest users sign in; audit events reach the SIEM
Work model2–6Fields, form, templates, bundle, rules, approvals, capacity plan, dashboardsOne test campaign runs from brief to close
Integrations4–9Asana apps, campaign creation, Mediaocean sync, goal sync, ADvendio flow, nightly checkSeven days of syncs with no open exception
Agents6–10Brief agent, OKR agent, status and variance drafts, triage stepEach agent meets its agreed accuracy on a test set
Pilot7–10One market, two clients, live campaignsBaseline and pilot figures for the four success measures
Rollout10–12Remaining markets, training, hypercareAll markets live; hypercare closed
Effort estimate Blueprint
WorkstreamBasisDays
Confirm and design sign-offSeven questions, one review3
Foundation: identity, admin, auditSSO, SCIM, SIEM feed5
Work model configuration4 templates, 1 bundle, 10 fields, 5 gates, 2 dashboards14
Asana apps and rules integrationsSlack, Teams, HubSpot, Salesforce3
Campaign creation flowWebhook, template instantiation, C14
Mediaocean sync and nightly checkC2; API at the low end, file at the high end10–16
ADvendio flowNone if the Salesforce app reaches the orders0–6
Agents
Brief agentAI Teammate set-up, instructions, 20-brief test set3
OKR agent and goal syncDrafting step, Goals API writes, C36–8
Status and variance draftsTwo AI Studio workflows2
Exception triage stepClassifier in the iPaaS, task template3
Agent evaluationTest sets, accuracy thresholds, sign-off4–5
Delivery
Testing and acceptanceEnd-to-end, five gates, four flows6
Pilot supportFour weeks, one market8
Training and rolloutFive teams, remaining markets8
HypercareTwo weeks after the last market4
Total83–98
Team Blueprint
RoleSeniorityOwnsWeeksDays
Solution architectSeniorDesign sign-off, open questions, acceptance, pilot steering1, 8–109
Integration engineerSenioriPaaS flows, contracts C1–C3, nightly check, SIEM feed1–9, 1218–30
Asana consultantMid-levelAdmin set-up, work model, Asana apps, training, hypercare1–6, 10–1226
AI engineerMid-levelBrief, OKR, status and triage agents; test sets6–1018–21
Test and adoption analystJuniorTest scripts, pilot support, training materials7–1212
TotalSenior 27–39 · Mid-level 44–47 · Junior 1283–98

From the client: an ad operations product owner, about a day a week; an identity admin in weeks 1–3; a Mediaocean contact for Q4 and weeks 4–9; the finance approver for the pilot close.

Estimate from Accelyte delivery practice. Days by grade at your rate card give the price; the SOW draft carries this plan, team and exit criteria.

10Open questions and sign-off

Question for the clientEffect on the design
Q1

Is video creative reviewed in Asana or in a separate proofing tool?Asana proofing covers PDF, PNG, JPG, GIF and BMP files; video is not listed.4

None if the studio's tool stays; G3 links to it.
Q2

Does group policy require client data to be stored in the UK?Asana's listed residency regions are the United States, Germany, Japan and Australia.10

Sets the data route; may move the plan to Enterprise+.
Q3

Does any gate need more than one approver on the same item?Several approvers on one item sit under the Timesheets and Budgets add-on.17

Adds the add-on, or one approval task per approver.
Q4

Does the client hold Mediaocean API access, and which records should sync?Mediaocean lists API integrations with named partners; no public developer programme is shown.27

API: 10 days. Scheduled file: 16 days.
Q5

Do ADvendio orders sit in Salesforce objects the Asana app can read?ADvendio runs inside Salesforce.28

Yes removes the ADvendio build.
Q6

Do clients send briefs as documents or emails, and where do they land?The brief agent reads Gmail, Outlook, Google Drive and SharePoint.31

Sets the brief agent's connector; none if briefs only come through the form.
Q7

Should leaders ask an AI assistant about campaign status?View-only users cannot use integrations; assistants reach Asana through MCP as the person.19, 29

A yes moves those leaders to full seats.
Sign-off
Designed byAccelyte design agent, 18 October 2026
Reviewed byYour solution lead
Approved byClient sponsor
Next steps

11Data contracts

Every structured write passes one of three contracts. A record that fails is quarantined and raised as an exception; nothing partial reaches Asana.

C1

Brief to campaign project

Once, on G1 approval · flow 2
FieldTypeRuleLands in
brief_idTask IDRequired; match keyLink on the project
client, marketEnumValues from the field optionsClient, Market
campaign_typeEnumsearch, social, display, videoSelects the template
flight_start, flight_endDateEnd on or after startFlight fields; template start date
budget, currencyDecimal, ISO 4217Budget above zeroBudget
primary_kpi, kpi_targetEnum, decimalBoth requiredKPI fields; OKR agent input
objectivesTextRequiredProject brief; OKR agent input

A missing field returns the brief to client service. Nothing is created.

C2

Mediaocean delivery and billing

Hourly, file or partner API · flow 3
FieldTypeRuleLands in
plan_idStringRequired; match keyMediaocean plan ID
campaign_refStringEquals brief_idCampaign project
currencyISO 4217Equals the brief's currencyCheck only
booked_amount, delivered_amountDecimalZero or aboveDelivered vs booked; delivery key result
billing_statusEnumpending, reconciled, rejectedBilling status
milestones[]Name, due, doneOptionalMilestone tasks
as_ofUTC timestampAt most 26 hours old; never older than the stored valueFreshness flag

Idempotent on plan_id and as_of. A booked amount of zero leaves the percentage blank. Statuses follow Mediaocean's invoice statuses; confirm under Q4.27

C3

Campaign goal

Created after G1; values daily · flow O
FieldTypeRuleLands in
objectiveText, one sentenceApproved at G1Goal; progress from its sub-goals
key_results[]Name, unit, targetTwo or three; percent, number or currencyOne sub-goal each, one metric
linked_projectProject IDRequired; match keyRelated work
ownerUserClient service leadGoal owner
periodDate rangeFlight datesGoal dates
current_valueNumberDelivery: daily from C2. KPI: client service, from client reportsMetric current value

Targets come from brief fields and are approved at G1; the agent never changes them. KPI values come from client reports, not media platforms.34, 33

12Sources

  1. Pricing and plan comparisonasana.com
  2. How to use forms branchinghelp.asana.com
  3. Workflow builderhelp.asana.com
  4. Giving feedback and approvalshelp.asana.com
  5. Portfolio dashboardshelp.asana.com
  6. Capacity planninghelp.asana.com
  7. Authentication and access managementhelp.asana.com
  8. Provisioning users with SCIMhelp.asana.com
  9. Audit Suite API and integrationshelp.asana.com
  10. Data residency for Asanahelp.asana.com
  11. Slack + Asanaasana.com/apps
  12. Microsoft Teams and Asanahelp.asana.com
  13. HubSpot + Asanaasana.com/apps
  14. Salesforce + Asanaasana.com/apps
  15. Asana app directoryasana.com/apps
  16. API rate limitsdevelopers.asana.com
  17. Release notes, September 2026forum.asana.com
  18. Bundleshelp.asana.com
  19. View-only licenceshelp.asana.com
  20. Service accountshelp.asana.com
  21. AI Studioasana.com
  22. AI Studio adminhelp.asana.com
  23. Rules integrations and widgetshelp.asana.com
  24. Instantiate a project from a templatedevelopers.asana.com
  25. Webhooks guidedevelopers.asana.com
  26. Task change events not emitted, August 2026forum.asana.com
  27. Prisma digital integrationsmediaocean.com
  28. ADvendio product profilecapterra.com
  29. Integrating with Asana's MCP serverdevelopers.asana.com
  30. V2 MCP server generally availableforum.asana.com
  31. AI Teammateshelp.asana.com
  32. Access control for AI Teammateshelp.asana.com
  33. Update a goal metricdevelopers.asana.com
  34. Goal progress and connected workhelp.asana.com
  35. Spring 2026 releaseasana.com
Accelyte knowledge used
Process map
Media and agencies, campaign delivery: seven stages, five used
Patterns
System of work and system of record; integration layer with reconciliation; human gates with automated handoffs; models draft, code writes, people approve; least privilege

Documentation read on 18 October 2026. Statements from delivery practice are marked Practice. Example output; client details anonymised.

About this example

Produced by the Accelyte design agent from one guided interview and an uploaded process flow. It builds on the example specification for the same use case. On paid plans it carries your brand. Run your own on Asana, free: accelyte.ai/asana-scoping-agent-form

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AI-assisted scoping returns the specification: accelyte.ai/scoping-agent-example