SZNotes + Asana
Create Asana tasks from meeting action items so follow-ups leave the call ready to work.
What is SZNotes?
SZNotes turns meeting notes into action items your team can push into Asana in one click. Connect your Asana account from SZNotes Settings, choose a default workspace and project, then open any action item and create a matching Asana task—with optional assignee matching, due date, status, and parent task (subtask). Notes come from tools your team already uses (Google Docs / Gemini, Zoom AI Companion summaries, Read.ai, or manual entry). SZNotes creates tasks you choose; it does not import Asana projects into your notes and does not sync Asana comments or status back. Free plans include one push destination; Pro and Team include unlimited destinations.
How to connect SZNotes + Asana?
Follow these steps to connect SZNotes and Asana:
Prerequisites • A SZNotes account at https://sznot.es (sign up free) • An Asana account with access to the workspace and project where tasks should land • Edit access on the SZNotes meeting/action items you want to export
Sign in to SZNotes at https://sznot.es/login
Open Settings → Connected Accounts
On Asana, choose Connect and authorize SZNotes in Asana (scopes: workspaces, projects, users, and tasks read/write)
After you return, choose a default Asana workspace and optional default project, then save
Open Action items (or a meeting), select an action item, and choose Sync
Confirm the workspace and project (defaults are pre-filled). Optionally set status, create as a subtask, or pick a parent task
Choose Create Asana task. SZNotes creates the task and stores a link on the action item
Open the link to view the task in Asana
Disconnect • Settings → Connected Accounts → Asana → Disconnect • SZNotes revokes stored tokens. Tasks already created in Asana remain in Asana
Learn more and get support
To learn more about using the SZNotes + Asana integration, visit SZNotes.
If you have questions, feedback, or need support, visit the SZNotes support page.
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