Setting up rules is key to efficient Asana use, but sometimes navigating the proper triggers and conditions to get the end result that you want can be challenging. Let’s let AI help us!
Smart Rules are a part of Asana’s new AI tools designed to help you move more seamlessly through the set-up phase of a project in order to get the time-saving automation that you need to keep projects on track.
How does it work?
When creating a new custom rule, you will see the option to “Create rule with Asana Intelligence”:
Select “Add” and adjust the rule settings on the left-hand side
Key Benefits:
Easy Setup: The process is straightforward and user-friendly. You can type in plain English, rather than having to understand how the mechanics of the rule builder functions.
Saves Time: Quickly get rules into motion without having to search for the inputs and outputs that you want.
Keep in mind: Make sure to check what Asana generates! AI is still in the process of development and can make mistakes. Be sure that the proper Triggers and Actions came through as you desired. You can always edit the rule after it’s been generated.
Example Use Cases:
When “abc” custom field value is set to “x”, assign “y” user
When a due date is approaching, post a comment
AI can either generate a comment for you, or you can specify the comment!
When a task is added to “x” section, add “y” as collaborator
When task is added to this project, add to “xyz” other project
My tips and thoughts:
Try generic instructions: Then add additional detail and context once the initial format and triggers have been put into place.
Test it out: Once the rule has been created, run the rule in your project to see what happens to ensure it’s working as intended.
Give Feedback: Share your feedback with Asana for every Smart Rule generated. You can rate the suggestions with a or and then share what worked or what didn’t work.
To start using Asana AI, enable the AI features in your admin console. Once activated, you can customize AI preferences and manage deadlines more effectively.
Very good @Julien_RENAUD thanks for putting this together!
Totally agree with your tip:
Keep in mind : Make sure to check what Asana generates! AI is still in the process of development and can make mistakes. Be sure that the proper Triggers and Actions came through as you desired. You can always edit the rule after it’s been generated.
I have it on and enabled but I still do not see it in custom rule builder. I can use create in AI Studio but I can not create a custome rule with AI to use natural language.
Just to circle back. I did create a support ticket and it appears that my nonprofit is a “beta tester” on AI studio and therefore currently ineligible for the natural language rule builder that others can see…
Asana’s AI Studio is a completely different feature to the Smart Rule Creator which you appear to be missing. I wonder if it gets replaced by AI Studio once it’s enabled.
@Forum-team , do you perhaps have any insight on this?
Hi everyone, just a quick update about your question! If customers have AI Studio enabled, they are not able to use Smart Rules today. However, we are re-adding the smart rules functionality soon
Can you give me an update on this? I am still unable to use the smart rule creator with natural language so am prevented from trying some of the cool new workflows in the AI section.
Hi @Sam_Gould, apologies for the delay here! I’m happy to announce we just launched the ability to create workflows in AI Studio using natural language
Smart Rules are a part of Asana’s new AI tools designed to help you move more seamlessly through the set-up phase of a project in order to get the time-saving automation that you need to keep projects on track.
Keep in mind: Make sure to check what Asana generates! AI is still in the process of development and can make mistakes. Be sure that the proper Triggers and Actions came through as you desired. You can always edit the rule after it’s been generated.
or 
and then share what worked or what didn’t work.
Available on legacy Asana plans (Business and Enterprise) and on current Asana plans (Starter, Advanced, Enterprise, and Enterprise+).
To start using Asana AI, enable the AI features in your admin console. Once activated, you can customize AI preferences and manage deadlines more effectively.
Keep in mind : Make sure to check what Asana generates! AI is still in the process of development and can make mistakes. Be sure that the proper Triggers and Actions came through as you desired. You can always edit the rule after it’s been generated.
