How Fellow's Asana Integration Eliminates Busy Work and Centralizes Action Items

You finish a productive project check-in meeting. The energy is high, decisions were made, and tasks were assigned. But now comes the "busy work." You have to manually review your notes, copy action items, switch tabs to Asana, create tasks, paste the context, and assign due dates.

This manual bridge between where work is planned (meetings) and where work is executed (project management tools like Asana) is often where efficiency dies. Data becomes fragmented, and teams struggle to analyze work because "everything is separated" across multiple platforms.

We built the Fellow + Asana integration to eliminate this friction. It ensures that the transition from "meeting" to "doing" happens instantly, without the administrative overhead.

What is Fellow's Asana integration?

Fellow’s Asana integration is a native, bi-directional integration that automatically syncs action items between Fellow meeting notes and Asana projects.

Designed for seamless workflow automation, this integration allows you to maintain granular control over how tasks move between platforms. When you check off a task in Fellow, it completes in Asana, and vice versa, ensuring your project status is always accurate in real-time.

How do Fellow + Asana work together?

The integration is designed to be flexible, allowing users to define exactly where tasks should live based on the context of the meeting.

1. Simple user-level setup

• Navigate to User Settings → Apps and Integrations.

• Connect your Asana account and select your preferred workspace and projects.

2. Granular sync options

You have two primary ways to sync tasks, giving you control over data hygiene:

• Per Meeting Series: ideal for recurring project meetings. You can connect an entire meeting series to a dedicated Asana project so all tasks generated in that meeting automatically route to the right place.

• Per Action Item: Ideal for mixed meetings. You can manually link individual action items to specific Asana projects via the kebab (three-dot) menu next to the item.

3. The workflow

• During the meeting: Fellow's AI meeting notes detect action items from the conversation, or users manually add them.

• Post-meeting: If set to automatic, items sync immediately. If manual, you select "Link to Asana" and choose the specific board location.

• Completion: Marking a task complete in Asana automatically updates the item in Fellow, ensuring your meeting notes reflect reality.

Why Asana users love the Fellow integration for accountability

From RevOps professionals to Team Managers, this integration isn't just about convenience; it's about data integrity and closing the execution gap.

1. Eliminating fragmented workflows

When systems don't talk to each other, data gets siloed. A Fellow customer highlighted the pain of disconnection:

"There was no way to look at all the data... everything was separated. We were on multiple different platforms."

This integration unifies your stack, so you don't have to "worry about moving 12 different things to 12 different places.

2. Stopping tasks from "slipping through the cracks"

Manual entry is prone to human error. If a task isn't moved from a Google Doc to Asana, it doesn't get done.

Leaders worry about tasks slipping through the cracks. By automating the push to Asana, you ensure 100% capture of agreed-upon deliverables.

3. Saving time on administrative overhead

The time spent consolidating notes into reports is significant. Another Fellow customer noted that people were "manually pulling stuff out of Asana that they actually manually put into Asana" just to create reports.

With this integration, the first draft of your task list is ready in seconds, not minutes.

Best practices for implementation

To get the most out of the Fellow + Asana integration, we recommend the following deployment strategy:

Choose your integration approach

Train your team on when to use "Meeting Series" automation versus "Individual Item" syncing. Use Series automation for project-specific recurring meetings, and Individual syncing for general 1:1s or team meetings where tasks might belong to different projects.

Use Asana as the source of truth for projects

While Fellow captures the context (the "why"), Asana should remain the engine for the "what" and "when."

Leverage Asana’s project structure

Don't just dump tasks into a general inbox. Use the dropdowns in Fellow to map tasks to specific Asana boards, organizing them by project phases or team responsibilities immediately upon creation.

Train your team

Adoption requires buy-in. Ensure your team understands the bi-directional nature of the sync so they don't duplicate work. Fellow's implementation and customer support teams are always happy to help make this a smooth process!

Turn meeting output into business results

The goal of any tool stack is to facilitate work, not create more of it. By integrating your meeting notes with your project management tool, you ensure that every conversation leads to action. You stop wasting time on "messy" processes and start trusting that your Asana boards reflect the reality of your team's discussions.

Below are the answers to frequent questions from Fellow users about the Asana integration. Got more questions about our integrations? Book a personalized walkthrough.