PROJECT MANAGEMENT
Chat preflight: ask before assigning to confirm capacity is clear
A chat assistant a lead can ask 'can I give this task to X' before assigning; it checks the assignee's live Asana sprint load, returns a go or no-go with the numbers.
How it runs
The automated pipeline, trigger to output.
- TriggerChat question: can X take this task?
- ActionResolve assignee and task, pull live sprint loadAsana
- LogicReason go/no-go and find alternative if blocked
- OutputReply with verdict, numbers, and suggestion
What it does
Before committing an assignment, a lead asks the assistant in chat whether a given person can take a given task. The agent reads that person's live Asana sprint load, the task's effort estimate, and the assignee's capacity, then answers with a clear go or no-go, the projected total, and the headroom left. On a no-go it names a teammate with capacity to spare.
When to use it
Use it for the in-the-moment planning question that happens dozens of times a sprint. It puts the capacity check one message away instead of buried in a board nobody opens mid-conversation.
How it works
- 1A chat message asks whether a named person can take a named or linked task.
- 2The agent resolves the assignee and task in the Asana sprint project and pulls current committed effort plus the task estimate.
- 3It reasons over projected load versus capacity to decide go or no-go.
- 4If no-go, it scans teammates for one with enough headroom and the right skills.
- 5It replies in chat with the verdict, the exact numbers, and any suggested alternative assignee.
Set it up
What you configure once, before turning it on.
- 1Connect AsanaTasks, projects, milestones — everywhere.
- 2Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 3Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 4Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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