Asana

What it does in ClientPulse: Watches client project boards in Asana and flags when tasks go overdue, projects stall, or milestones slip — so a client whose delivery is quietly drifting shows up as a churn risk before they complain.

Status: Available — connect today and the project-health poll starts reading your boards.

Tier: Marketing-vertical module. Available on all plans for marketing agencies.

Per-agency: One Asana workspace per ClientPulse workspace.

Before you start (prerequisites)

• Account requirement: An Asana account on any plan (Free works for read access). Your client work needs to actually live in Asana projects for the signal to mean anything.
• You'll need to be a member of the Asana workspace you connect, with access to the projects you want ClientPulse to watch.
• Cost: Free on ClientPulse's side. ClientPulse handles the Asana OAuth app — you don't need to create one. Asana itself is free for small teams; paid tiers start around $10.99/user/month — see https://asana.com/pricing.

Step-by-step setup

1. In ClientPulse

1. Open https://clientpulse.helloaurora.ai/dashboard/integrations/sources.
2. Find the Asana card and click Connect Asana.

2. On Asana's consent screen

1. You're redirected to Asana's authorization page. Sign in if you aren't already.
2. Review the requested access — read-only access to your workspaces, projects, and tasks. ClientPulse never creates, edits, or completes tasks.
3. Click Allow.
4. Asana redirects you back to the Sources page with the connection live.

3. Verify it's working

• The Asana card flips to Connected.
• Use Run poll now on the card to pull your projects immediately rather than waiting for the scheduled poll.
• Open any client whose Asana project is behind — the project-health signals (overdue tasks, stalled projects, milestone slips) start contributing to that client's health score.

What you can do with it once connected

• See "tasks overdue" and "project stalled" signals per client on the client detail page.
• Get a heads-up in your Monday Brief when a client's delivery is slipping.
• Feed project-delivery health into the overall churn score alongside email, calendar, and billing signals.

Common pitfalls

• Pitfall: Connected, but no signals appear for a client. Fix: ClientPulse matches Asana projects to clients by name. If your project is named something that doesn't match the client, link it from the client's detail page so the poll knows where to look.
• Pitfall: You manage client work in personal task lists rather than shared projects. Fix: The signal reads project-level activity. Move client work into named projects so there's something to measure.

Restrictions

• Read-only. ClientPulse does not create, edit, complete, or delete tasks or projects.
• One Asana workspace per ClientPulse workspace today.

Need help?

Email support@helloaurora.ai — we'll walk you through it.