How to Build an AI Agent to Triage Project Requests in Asana | Asana AI Teammates Tutorial

📧 Subscribe to our newsletter for more Asana updates and Tips: https://cirface.com/newsletter In this video I show you how to build an AI agent in Asana from scratch. I walk through how to create an Asana AI teammate that automatically triages incoming PMO project requests: scoring submissions, checking for completeness, flagging capacity conflicts, and routing work to the right people without any manual intervention. You'll see exactly how Asana AI Studio powers the whole thing, from behavior instructions and document uploads to real-time triage assessments and conditional approvals. If you're looking for a practical AI workflow automation setup for your team, this is the full build from start to finish. #Asana #AsanaAI #AIAgent What you'll learn: - How to create an AI Teammate from scratch in Asana - What key resource documents to upload and why they matter - How to write behavior instructions that produce consistent, high-quality output - How to test your AI Teammate with a real project request Best practices for iteration and trust-building with your team Need help with Asana? ☎️ Book a call with me: https://cirface.com/book-a-call 📧 Subscribe to our newsletter: https://cirface.com/newsletter 🌐 Check out our website: https://cirface.com/ Don’t forget to subscribe!🔔 ABOUT OUR CHANNEL📜 This YouTube channel is created by me, Marquis Murray, CEO of Cirface, an Asana Platinum Partner and Asana Partner of the Year 2025. My goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Wednesday. FIND US AT🔍 🔗http://cirface.com/ GET IN TOUCH 📧 marquis@cirface.com FOLLOW ME ON SOCIAL LinkedIn : 🔗https://www.linkedin.com/in/marquisamurray/ Twitter : 🔗https://twitter.com/marquisamurray Facebook : 🔗https://www.facebook.com/groups/asanasolutions Instagram : 🔗https://www.instagram.com/marquisamurray/ List of The Gear I Use ⬇️ https://cirface.notion.site/Marquis-Murray-s-Amazon-Shop-126b1604ac4e805095e3ff9c6b600c15 Chapters: 00:00 - Introduction to Asana AI Teammates 00:20 - Planning Video Content with an AI Assistant 05:30 - Reviewing AI-Generated PMO Documents 10:29 - Creating an Intake Project with Asana AI 16:13 - Building a Custom PMO AI Teammate from Scratch 23:04 - Testing the AI Triage in a Live Workflow 27:50 Refining AI Behavior and Next Steps