Integrate Ambient with any project management tool using Zapier | Ambient Help Center

Integrate Ambient with any project management tool using Zapier

Written by Taylor McLoughlin
June 12, 2024

Introduction

Ambient’s AI capabilities make it seamless to create action items and summaries from meetings without lifting a finger.

However, sometimes you may also be using a Project Management system like Asana or Monday.com and you want tasks to show up there.

This can be accomplished through Ambient’s integration via Zapier.

Here’s a link to a pre-built template: https://zapier.com/shared/create-tasks-in-asana-from-ambient/a1e87159ab9d9cc4fa93050636b16d3fe20a0e21

Or, you can create your own by following the steps below!

What the Integration Does

  1. Create Action Items in Project Management Tools

    • Action items, owners, key dates, and meeting metadata can be packaged up into tasks/stories in various project management tools like Asana, Monday.com, ClickUp, Jira, and many more.

  2. Send Meeting Summaries to Any Destination

    • Send meeting summaries to Slack, Teams, Google Chat, and more to keep teams informed.

How to Set Up the Integration

  1. Create a Zapier Account

  2. Create a new Zap

    • Choose an application to integrate with Ambient. In this example I chose Asana.
    • Choose your trigger (Either create tasks from action items in Ambient OR send meeting summaries)

  3. Choose an Account for Ambient

    • Go to Integrations tab ( https://app.ambient.us/dashboard/user/account#integrations)
    • Click ‘Generate new API Key’ and give it a name (this doesn’t matter what you input)
    • Copy the key value and paste it into Zapier
    • Test the trigger…this pulls in data from your Ambient account to use as a test while you build out your integration.

  4. Setting Up a Zap (Example: Asana)

    • App & event
      We’re going to set up an integration with Asana. Choose the event called, “Create Task.” This will create tasks in Asana from Ambient.
    • Action
      The Action tab will let you configure how you want the Asana tasks to look.
      Asana provides a few key fields to map Ambient data to: Due at, Name, and Description. Here are a couple of key mappings:
      • Ambient Description = Asana Task Name
      • Ambient Date = Asana Due Date
    • Test
      The last step is to test the integration. Click ‘Test step.’
      The test task was created in Asana!
      You can see how the mappings we defined in the Action step in Zapier shows up in Asana. You can always return to the Action step in Zapier to modify the way the tasks show up in Asana.

Publishing your Zap
The last step is to hit publish in Zapier. Once enabled, here’s the ruleset that determines when Ambient sends actions to Asana.
Anytime an Ambient meeting summary containing Action Items is published, create tasks in Asana.
By default, meeting summaries in Ambient start as drafts until the owner publishes it.
Any action item associated to the draft summary that gets published will be available to create tasks in Asana.

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