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AI Teammates and AI Studio, configured to run inside your workflows

We set up Asana's AI Studio automations and AI Teammates so they handle real, repeatable work, governed by the same permissions your team already trusts.

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Agents and automations we configure

Every agent is scoped to a real bottleneck. Filter by the layer of AI you want to introduce first.

AI Studio workflows

No-code automations for intake, routing, and status updates.

  • Intake automations
  • Routing logic
  • Status updates
AI Studio
AI Teammates

Prebuilt agents for marketing, ops, and IT dropped into real projects.

  • Marketing agents
  • Ops agents
  • IT agents
Teammates
Custom AI Teammate build

An agent trained on your team's own process and terminology.

  • Process training
  • Terminology tuning
  • Task-scoped skills
Custom
Governance & permissions

Guardrails so agents operate within existing access rules.

  • Access scoping
  • Action audit log
  • Human checkpoints
Governance
Process

How we introduce AI, responsibly

Small pilots, real checkpoints. Scope expands only after the last step earns it.

  1. 01

    Assess readiness

    Find the repetitive, well-defined work worth automating first.

  2. 02

    Select agents & workflows

    Match AI Studio or AI Teammates to the actual bottleneck.

  3. 03

    Configure guardrails

    Define what agents can see, change, and when they hand off to a person.

  4. 04

    Pilot inside one team

    Prove the workflow before it touches cross-team dependencies.

  5. 05

    Scale with visibility

    Expand once adoption and accuracy are proven, checkpoints included.

Talk through the process →

AI that works inside your project, not beside it

Asana's AI Teammates operate inside the actual project, with full context of what your team is trying to achieve, not in a separate chat window disconnected from the work. We configure them with checkpoints so your team always sees what the agent changed and why, and because we test Asana's newest AI releases early, your setup stays current as the platform moves fast.

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Selected work

Outcomes we can point to.

Advanced Manufacturing

PCB Technologies

Challenge: Sales lived in HubSpot while operations and revenue lived in Priority ERP - finance spent days on manual reconciliation.

Solution: Two-way HubSpot-Priority sync via Engini with closed-loop reporting - sales and finance now read the same numbers.

60% faster month-end close
HealthTech

Nanox

Challenge: A commercial operating system that had to scale from a small Israeli team to a NASDAQ-listed medical imaging company.

Solution: Sales Hub as the core CRM with hardened deal stages and audit-ready revenue tracking through IPO.

100% audit-ready revenue tracking
Cybersecurity / SaaS

CHEQ

Challenge: A defined enterprise target-account list, but campaigns ran broad and pipeline contribution could not be tracked.

Solution: Account-based campaigns on LinkedIn with budget attribution wired directly into HubSpot pipeline.

3x pipeline lift on target accounts

Book a 30-minute portal audit.

We'll look at your HubSpot together, identify the 3 highest-leverage moves, and tell you honestly whether IV-Lead is the right partner for your organization.

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