Ability to use AI to Aggregate & Analyze Project and Portfolio Status Updates for Reporting

We’ve recently standardized on an org-wide biweekly project and portfolio status update cadence as our primary leadership reporting mechanism, with the goal of using AI to reduce effort of creating the reports using task details and project updates, improving visibility and enabling AI-supported insights. This has already helped get the right information to leadership more consistently, which was our initial objective.

As a nonprofit organization, the teams and leaders are stretched thin, and asking everyone to post regular updates in Asana represents an intentional investment of time. We believe this investment will pay off quickly, and it already has for leadership visibility, but there’s no way to easily:

  • Aggregate updates across projects or portfolios for a given reporting period

  • Organize those updates by program

  • Repurpose the same content into a broader organizational update for staff

In practice, this means leadership (or operations teams) must manually:

  • Open each project or portfolio status update

  • Copy and paste content into another document

  • Or use an external AI tool to combine updates into a second report

Given time constraints, this step often doesn’t happen even though the information already exists in Asana and was written by the right people.

Why this matters

We’d love to use the same project- and portfolio-level updates to produce:

  • A biweekly organizational update by program

  • A report that’s useful to teams and staff beyond senior leadership

If AI or Teammates could:

  • Read status updates across projects and portfolios

  • Aggregate and organize them by project, program, or time period

  • Generate a secondary, audience-appropriate report

…it would significantly reduce reporting overhead while increasing the value of the updates teams are already providing.

2 Likes

Thanks a lot @Chaya_Cloward for the very detailed use-case.

I’ve moved your topic to the category of “Product Feedback”, thus people can vote for it (top left
don’t forget to do it :wink:)

Thus, while the exact while the exact feature you mention doesn’t existe yet, I believe you could already achieve some results .

  1. Ask AI Chat (top right) to summarize multiple status updates.
    I’ve just tested it and I can confirm it has access to the Updates, and is capable of consolidating things.

  2. Create a portfolio containg other portfolios, and use it as the scope for your consolidated Status update.

Hope that helps,

Arthur

2 Likes