How I use AI Studio to co-create use cases with my customers

Hi there!

I am Pilar, Customer Success Manager at Asana :woman_raising_hand:

As CSMs at Asana, one of our goals is to understand how our customers are using the platform—not just to ensure they’re getting value from it, but also to help them feel proud of their success! We love when our customers can shine within their teams and organizations by showcasing how well they’re leveraging Asana :unicorn:

One way we support this is by co-creating Asana use cases with them, usually in the format of a slide deck they can share internally if they want. These decks typically highlight three key elements:

  1. The challenge they faced before using Asana

  2. The solution they implemented with Asana

  3. The results they achieved after implementing the solution, including quantifiable metrics if possible.

Before AI Studio, building these use cases was a very manual process. I used to collect input via a form in Asana (which saved me already a lot of time!), where customers would answer questions like: what are your team’s goals? how are you using Asana? what impact has Asana had on your day-to-day work?, etc.

From there, I would spend about an hour crafting the use case from scratch.

However, with the launch of AI Studio, I saw a chance to completely streamline this. Now, when a task submitted via the form is moved into a specific section, I’ve set up a rule in Asana that triggers AI Studio to automatically draft a first version of the use case. Behind the scenes, I give AI Studio clear instructions on how to structure the story and how to estimate time savings when applicable.

In just seconds, AI Studio generates a well-structured draft. I still review and fine-tune it of course , but now the whole process takes no more than 15 minutes. That’s a big win! :smiley:

AI Studio has become an essential tool for me to quickly and effectively create customer-facing content—saving time while still delivering impact :rocket:

Got thoughts or questions about this workflow?

Drop them in the comments—we’d love to hear from you!


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13 Likes

Thank you so much for sharing this, @Pilar_Gonzalez! Another awesome example of how AI Studio is changing the way our teams work for the better (and proof that we can really vouch for it :blush:).

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@Pilar_Gonzalez I’d love to connect with a CSM like you at Asana to help our company utilize your tool better! Can you help me get connected?

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Hi Luke, thanks for reaching out! I’m really glad to hear your team is interested in learning more about Asana :clap:t2:
Since we don’t have access to account details here in the Forum, the best next step would be to contact our Sales or Support team. They’ll be able to check your organization’s setup and advise on the best next steps based on your region and needs :slightly_smiling_face:

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@Luke-Hakimo,

In addition to @Pilar_Gonzalez’s response, you can also connect with Asana Partners (like me and others here) to review and improve your organization’s use of Asana.

Thanks,

Larry

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Thank you both. Can you help by sharing a direct way for me to communicate our team’s needs? The only support option I’ve been able to find is the chatbot for Asana. This has proven to be frustratingly useless, as I’ve submitted several requests for someone to write me back and I never get a response. If you could provide a direct phone number or email for someone that I could work with that would save me a great deal of headaches. Thanks! :slight_smile:

Hi @Luke-Hakimo, sorry to hear you’ve been having trouble getting in touch with Support. I checked in with the team, and they confirmed that both of your recent tickets were responded to, but then closed after not receiving a reply. Would you mind checking if their responses might have ended up in your spam or junk folder?

At the moment, our Support team isn’t able to offer phone support, and since we use a ticketing system, there isn’t a direct email address available. That said, if you’re still unable to locate their reply, I’m happy to ask them to resend it.

Thanks for your understanding!

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Hi Vanessa, unfortunately, I don’t see any replies in my spam folder. To best assist me, I will need to make direct contact with someone like you via phone or email. Thanks