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Make sure every job has a project and every project has a job
For operations teams who want Business Central jobs and Asana projects lined up, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
Jobs run without projects and projects run without jobs
Business Central jobs and Asana projects should line up, but jobs are opened without a project, projects run without a job and completion and dates disagree. Finding those gaps is a manual matching exercise.
Without PopdockAI
- Export jobs and list Asana projects
- Match them by name and guess
- Compare completion and dates by eye
- Miss work that is tracked in only one place
With PopdockAI
- Jobs of the status you choose and active projects are read
- They are matched by job number or description, never customer name alone
- Disagreements on completion or dates over seven days are listed
- Ambiguous matches are reported, not guessed, and nothing is 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 Business Central jobs with status `{job-status}` (default Open) against Asana projects, and report where the two systems disagree. Read only.
**Step 1: List the jobs in Business Central**
Call `business-central-get-job` with `status` set to `{job-status}` (Open if empty) and `company` set to `{company}` if given. Keep `job-number`, `description`, `bill-to-name`, `status`, `complete`, `starting-date`, `ending-date` and `person-responsible-name` for each.
**Step 2: List the projects in Asana**
Call `asana-get-project` with `archived` false. Keep `project-id`, `name`, `owner`, `completed`, `start-on`, `due-on`, `current-status` and `url`.
**Step 3: Match them**
A job matches a project when the project name contains the job number, or, failing that, when the project name equals or contains the job description (ignore case and surrounding punctuation). Never match on the customer name alone. If one job matches more than one project, list all candidates and mark the job as ambiguous rather than picking one.
**Step 4: Report**
Four sections, each a table:
1. Matched with disagreements: job number, description, project name, and what disagrees (job complete but project not completed, or the reverse; ending date vs due on more than 7 days apart; starting date vs start on more than 7 days apart).
2. Jobs with no Asana project: job number, description, bill-to name, person responsible.
3. Asana projects that match no job: name, owner, due on. Say these may be internal projects that never needed a job.
4. Ambiguous matches.
End with counts: jobs read, projects read, matched cleanly, matched with disagreements, unmatched on each side.
**Rules & Guidelines:**
* `business-central-get-job` is on the business-central server; `asana-get-project` is on the asana server.
* This prompt is read only. Do not call `asana-create-project`, `asana-update-project`, `asana-create-status-for-project` or any other asana create, update or add tool, and do not call any business-central create or update tool.
* Compare dates as dates, not strings. Business Central returns date-times; Asana returns ISO dates.
**Validation:**
* If Business Central returns no jobs, say so and stop.
* If Asana returns no projects, report every job as having no project and say the asana server may not be connected or the account may have no projects.
* If either call fails with a missing-tool error, name which server is not connected and stop.Who it's for
One answer, three teams that use it
Operations managers
Make sure all work is tracked
Jobs with no project and projects with no job are listed, so nothing runs untracked.
Reconcile open Business Central jobs with Asana projects and list anything unmatched.
Project accountants
Bill every project consistently
Projects with no job are found, so delivered work has a job to bill against.
Which active Asana projects have no matching job in Business Central?
PMO leads
Fix status and date drift
Pairs where completion or dates disagree by more than a week are flagged for an update.
Where do completed Business Central jobs and Asana projects disagree on status or dates?
How it works
What PopdockAI does when you ask
You choose a job status and your AI assistant matches Business Central jobs with Asana projects. It reports gaps and disagreements and changes nothing.
01
Ask
You choose a job status, Open by default.
02
Read
It reads Business Central jobs and active Asana projects.
03
Match
It matches by job number or description, never on customer name alone.
04
Report
You get disagreements, unmatched items and ambiguous matches with counts.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics 365 Business Central and one secure connection to your AI tool. No code, no exports.
asana-get-project
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 job has a project, every project has a job
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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