Onboarding

Route new Asana intake tasks to the right owner

When a new task lands in an Asana intake project (from a form, cross-team request, or ops queue), Macha reads the request, picks the right owner based on the task's category, assigns them, and posts the task summary into a Slack channel so the team sees it in real time.

Intake queues stop being a place work goes to die.

使用する連携

Asana

Slack

仕組み

トリガー

New Task Added

New task in Ops Intake — "Set up SSO for new hire cohort"

Macha

Read the request

Task category detected as "IT / Access" from the request body

Macha

Pick the owner

Category IT / Access → owner Jamie (from workspace user list)

Macha

Assign the task

Set assignee to Jamie · due date +2 business days

Macha

Notify in Slack

Posted a summary card in #ops-intake with the Asana link

Macha

New intake for Jamie: **Set up SSO for new hire cohort** (due Fri).

Routed from the intake form 2 minutes ago. Asana link in thread. Ping me if this should go to a different owner and I'll rewire the rule.

トリガーとアクション

トリガー

New Task Added

Asana

Fires when a new task is created. Filter by project to scope to a specific queue.

アクション

Get Task

Asana

Fetch a task with its full details, subtasks, and comments.

アクション

List Users

Asana

List users so the agent can resolve an owner name to an ID before assigning work.

アクション

Update Task

Asana

Update assignee, due date, or any writable field.

アクション

Send Message

Slack

Send a message to any Slack channel or direct message conversation.

関連するユースケース

Add follow-up note after ticket resolution

After a ticket is resolved, Macha automatically adds a personalized follow-up public reply on the ticket — checking in with the customer and asking for feedback.

ユースケースを見る

Guide new customers through setup via Slack

When a new customer joins a shared Slack channel, Macha walks them through onboarding — pulling setup guides from Notion, sharing relevant Google Docs, and answering questions along the way.