Connectors

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Asana

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Record Asana goal progress
Write

Update Asana goal metrics with a status that explains them

For leaders and goal owners who want their AI assistant to record a new Asana goal value, check it and draft the matching status update.

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Record Asana goal progress
Update the Contoso renewals goal in Asana to 340 and note that two large renewals closed early.
Contoso renewals moves from 280 to 340 against a target of 400. - Progress: 70 percent to 85 percent - Draft status: on track - Title: Two large renewals closed early, with your note as the reason Approve both, approve only the metric change, or cancel?
Asana
Sample figures. Your results come from your own account.
asana-get-goal
asana-update-goal-metric
asana-get-status-updates
asana-create-status-for-goal

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Asana

Asana
Run it on your own Asana data.

Connect Asana, pick your AI tool and paste the prompt.

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The problem

Goal numbers nobody can trust

Updating an Asana goal means finding it, entering the new value and writing a status that explains the change. A wrong number, or progress that moves backwards, slips through unnoticed.

Without PopdockAI

  • Find the goal in Asana
  • Type the new metric value
  • Write a status update from scratch
  • Miss a typo or a backward move

With PopdockAI

  • Old, new and target values shown with progress
  • Backward moves and big jumps pointed out
  • A status drafted only from your reasons
  • Writes only what you approve, status skipped if the metric fails

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Record `{new-value}` as the current metric value of the Asana goal `{goal-name}`, then post a goal status update that explains the change, with `{note}` as the user's own context if given.

**Step 1: Find the goal**

Call `asana-get-goal` with `name` set to `{goal-name}`, or `name.contains` if nothing matches exactly. If none or more than one goal matches, list them (name, owner, time period) and stop. Record the `goal-id`, `metric-current-value`, `metric-target-value`, `metric-unit`, status and time period.

**Step 2: Check the change**

* If the goal has no metric (no target value), say so and stop: `asana-update-goal-metric` sets a value on an existing metric, and setting one up is a separate decision.
* Confirm `{new-value}` is a number. Show the old value, the new value, the target, and the percent progress before and after.
* If the new value moves progress backwards, or jumps by more than half the distance to target in one step, point that out.

**Step 3: Draft the status update**

Call `asana-get-status-updates` with `parent-id` set to the goal id to read the most recent update. Draft a new one: a status of on_track, at_risk or off_track, a short title, and plain text stating the new value against target and the reason, using `{note}` where given. Do not invent reasons the user did not provide.

Show the metric change and the draft together, and ask the user to approve both, approve only the metric change, or cancel.

**Step 4: Write, only on approval**

* On approval, call `asana-update-goal-metric` once with `goal-id` and `current-number-value` set to `{new-value}`.
* If the status update was approved too, then call `asana-create-status-for-goal` once with `goal-id`, `status`, `title` and `text`.
* Report what was written and its returned id.

**Rules & Guidelines:**

* The only write tools allowed are `asana-update-goal-metric` and `asana-create-status-for-goal`, each at most once, after explicit approval. Do not call `asana-update-goal`, `asana-create-goal-metric`, `asana-create-comment-for-goal` or any other write tool.
* If the metric update fails, do not post the status update.

**Validation:**

* If `{new-value}` is empty or not a number, ask for it and stop.

Who it's for

One answer, three teams that use it

Goal owners

Update a goal with an explanation

Record the new value and a matching status in one step.

Set the Fabrikam pipeline goal in Asana to 1.2 million and note the two new deals.

Executives

Catch suspicious goal changes

Backward moves and large jumps are pointed out before they are saved.

Update the Q4 churn goal in Asana to 4.1 percent, and warn me if that looks off.

Chiefs of staff

Keep goal statuses current

Every metric change comes with a status update that explains it.

Record 82 percent on the Northwind onboarding goal in Asana with a short status.

How it works

What PopdockAI does when you ask

You give the goal, the new value and any note, and your AI assistant checks the change before anything is written. You approve both, only the metric, or cancel.

01

Ask

You name the goal, the new value and any note.

Your AI tool

02

Check

It shows progress before and after, flagging backward moves or big jumps.

asana-get-goal

03

Draft

It writes a status update from your reasons and asks what to approve.

No items found.

04

Update

It writes only what you approved, and skips the status if the metric fails.

Your AI tool

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.

get-data

asana-get-goal

Returns Asana goals with their owner, team, time period, status and metric progress.
run-action

asana-update-goal-metric

Sets the current value of an Asana goal's progress metric.
get-data

asana-get-status-updates

Returns status updates posted on Asana projects, portfolios and goals, with their on track, at risk or off track color and text.
run-action

asana-create-status-for-goal

Posts a status update on an Asana goal. Takes the goal id, a title, the update text and a status such as On track, At risk, Achieved or Missed.
Read only.Nothing in Asana Changes

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.

How Popdock AI secures your data

The outcome

Goal progress leaders can trust

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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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See Documentation