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Match Asana project people to Sage Intacct resources
For finance teams who need everyone working a project in Asana set up to be costed in Sage Intacct, by asking their AI assistant.
On this page
Connector
Connect Asana, pick your AI tool and paste the prompt.
The problem
Hours that cannot be costed to the project
The people working on a project in Asana are not always set up as resources on it in Sage Intacct. Anyone missing in Intacct cannot have their time costed, and leavers stay assigned long after they have gone.
Without PopdockAI
- List the project's Asana members
- List the Intacct project resources
- Match names written in different orders
- Leave leavers assigned for months
With PopdockAI
- Asana members, allocations and Intacct resources read
- People matched by name, Last, First handled
- Both sides, Asana only and Intacct only listed
- Inactive and ended people called out, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Compare the people working on `{project-name}` in Asana with the resources assigned to it in Sage Intacct, and report who is on one side but not the other.
**Step 1: Find the project on both sides**
Call `asana-get-project` with `name` = `{project-name}` and `intacct-get-project` with `project-name` = `{project-name}`. If either returns zero or several projects, say so and stop.
**Step 2: Read Asana people**
Take Asana `project-id` and call `asana-get-project-memberships` with it as `project-id`, keeping `member`, `user` and `access-level`. Also call `asana-get-allocations` with the same `project-id`, keeping `assignee`, `start-date`, `end-date` and `effort-value`. To get emails, call `asana-get-user` with `name` = each person's name.
**Step 3: Read Intacct people**
Take Intacct `project-id` and call `intacct-get-project-resource` with it, keeping `employee-id`, `employee-name` and `labor-rate`. For names that do not match in Step 4, call `intacct-get-employee` with `employee-id` to read `status` and `end-date`.
**Step 4: Match people**
Match by full name, ignoring case, and normalise "Last, First" to "First Last" on both sides. Where the Asana email is known, you may also call `intacct-get-user` with `email` to find the Intacct login and its `contact-name`. Never pair two different names on a guess.
**Step 5: Report**
1. **On both** - name, Asana access level, Asana allocation dates, Intacct labor rate.
2. **In Asana only** - these people are working the project but cannot be costed to it in Intacct.
3. **In Intacct only** - with their Intacct employee `status`. Call out anyone inactive or with an `end-date` in the past.
**Rules & Guidelines:**
* `asana-get-project`, `asana-get-project-memberships`, `asana-get-allocations` and `asana-get-user` are on the asana server. `intacct-get-project`, `intacct-get-project-resource`, `intacct-get-employee` and `intacct-get-user` are on the intacct server.
* This prompt is read-only. Do NOT call `asana-add-members-for-project`, `asana-create-allocation`, `asana-update-allocation`, `asana-create-membership` or any intacct create or update tool.
* Asana teams (non-user members) cannot match an Intacct employee. List them separately as teams.
**Validation:**
* If Intacct has no resources on the project, say that the project has no Intacct resources and list the Asana people once.
* If Asana has neither members nor allocations, say so and stop.Who it's for
One answer, three teams that use it
Project accountants
Find people you cannot cost
Asana members with no Intacct resource are listed so they can be added.
Who works on the Fabrikam Implementation project in Asana but is not a resource in Sage Intacct?
Resource managers
Clear out leavers
Intacct resources who are inactive or past their end date are called out.
Which Sage Intacct resources on the Contoso Upgrade project have left or ended?
Project managers
Check allocations and rates line up
People on both sides show allocation dates and labor rate together.
Show allocation dates and Intacct labor rates for everyone on the Northwind Rollout project.
How it works
What PopdockAI does when you ask
You name the project and your AI assistant compares who works on it in each system. It never pairs two different names on a guess.
01
Ask
You name the project.
02
Read
It reads the Asana members and allocations and the Sage Intacct resources.
03
Match
It pairs people by name, handling Last, First against First Last.
04
Report
You get who is on both sides, Asana only and Intacct only, with nothing changed.
What PopdockAI provides
The tools behind the answer
Ready made tools for Asana and one secure connection to your AI tool. No code, no exports.
asana-get-project
sage-intacct-get-project
asana-get-project-memberships
asana-get-allocations
asana-get-user
sage-intacct-get-project-resource
sage-intacct-get-user
sage-intacct-get-employee
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Every hour worked can be costed
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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