AI-Agents for Advertising and Marketing working with Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Send Sales Pipeline Report

Track open agency deals by stage for the weekly new business review.

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools
Draft Business Proposal

Shape campaign requests into proposals with approved services and fees.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Send Asset Review Requests

Send campaign draft review requests and log each handoff on the card.

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Attach Marked PDF

Put client PDF markups and fixes on the right campaign task.

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with14 tools
Published by Creative Review Essentials
Match Feedback to Draft

Turn campaign feedback into a revision task with the current draft.

Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.

Works with12 tools
Published by Campaigns Essentials
Review Revised Quotes

Spot vendor quote changes against signed campaign terms.

See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.

Works with12 tools
Add Reviewer Feedback

Put emailed campaign feedback on the right card for the creative team.

Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.

Works with9 tools
Published by Campaigns Essentials
Send Emails to Notion

Track labeled campaign requests as shared tasks, one per email thread.

Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.

Works with12 tools
Summarize Signed Agreements

Surface campaign scope and fees from signed client agreements.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Works with10 tools
Capture Proof Fixes

Turn campaign proof replies into card checklists for creative revisions.

Your maker gets a clear fix list on the matching card, tied to the marked proof from the reviewer's email.

Works with14 tools
Published by Creative Review Essentials
Create Revision Subtasks

Turn emailed campaign feedback into linked revision subtasks.

Your campaign team gets a revision subtask from reviewer email, linked to the asset task and carrying the requested edits.

Works with14 tools
Published by Campaigns Essentials
Draft Video Production Brief

Turn client video requests into briefs for campaign production.

Get an editable video brief that keeps your client's requests separate from a past example and shows what still needs an answer before production starts.

Works with14 tools
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