Ideas to put to work
Status across every engagement, without anyone asking the team for an update.
Portfolio status for partners
Sofia reads every active project, its sections and tasks, and drafts a portfolio status report in Google Docs with what's late and why.
Project plan from the signed scope
When the engagement letter is signed in DocuSign, Sofia reads the scope in Word and creates the Asana project and tasks, with your approval.
Late work flagged early
Sofia searches tasks due this week that haven't moved and posts a list for each project lead in Slack, with your approval.
Ask across every project
Ask what's late, blocked or unassigned across the firm and Sofia searches tasks and answers with links.
What Sofia can do with Asana
Sofia reads and keeps current
- Projects
- Sections
- Tasks and subtasks
- Teams
- Users
- Tags
Sofia does, with your approval where you want it
- Create a task
- Update a task
- Add a subtask
- Comment on a task
- Create a project
- Search tasks
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Google DocsGoogle's online word processor
- DocuSignElectronic signatures and agreement workflows
- Microsoft WordWord processor for letters, reports and contracts
- SlackTeam messaging in channels and direct messages
ClickUpProject management for tasks, docs and goals- monday.comWork management boards for projects and workflows
JiraIssue and project tracking
LinearIssue tracking and project planning
Let Sofia report on your Asana projects
Score your firm in three minutes, or talk to our team.