# 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](http://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](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](http://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**  
   - Go to [https://zapier.com/apps/ambient/integrations](https://zapier.com/apps/ambient/integrations) to create a Zapier account or sign in to an existing one.

2. **Create a new Zap**  
   - Choose an application to integrate with [Ambient](https://zapier.com/apps/ambient/integrations). 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](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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