The Scenario
The account team dropped a request on a RevOps analyst at 10 AM: for 20 enterprise accounts in an Excel table, find every Asana task in the workspace where the custom field "Account Name" matches, and return the task name, project, assignee, and due date.
The accounts are in column A. The analyst has a pipeline review at 2 PM and needs to have this information before it.
The bad version:
- Open Asana's search, set the custom field filter to "Account Name = [account 1]," run the search.
- Read through the results, write down task names, assignees, due dates.
- Switch to Excel, paste in what you wrote down or remembered.
- Clear the filter, set it for account 2, repeat.
- On account 8, notice that the Asana search cleared your previous filters after you navigated away and you're not sure if you got everything.
Twenty separate search-and-copy-paste cycles between two applications is not a process that rewards careful analysis. It's a process that rewards whoever finishes fastest — which means whoever takes the most shortcuts.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the account names from column A, runs the custom field searches against Asana, and writes the results directly into your workbook — all 20 at once.
Search Asana workspace [ID] for all overdue incomplete tasks assigned to the users in the Excel 'Team' table and write task name, project, assignee, and due date into the 'OverdueTasks' sheet.
What You Get
- For each account name in column A, matching Asana tasks written into the results columns
- Multiple matching tasks for the same account each get their own row, with the account name repeated in column A
- Accounts with no matching tasks show "No tasks found" so the gap is explicit rather than blank
What If the Data Is Not Quite Ready
The custom field values in Asana use slightly different formatting from your account names
For each account name in column A, search Asana workspace [ID] for tasks where the custom field 'Account Name' contains the value from column A (substring match, not exact). Write matching task name, assignee, due date, and project into columns B through E.
You want to filter to only overdue tasks for each account
For each account name in column A, search Asana workspace [ID] for incomplete tasks where the custom field 'Account Name' equals that value and the due date is before today. Write task name, assignee, due date, and project name into columns B through E.
The search criteria is by assignee from a team list, not by custom field
For each user email in the 'Team' worksheet, search Asana workspace [ID] for all incomplete tasks assigned to that person where the due date is before today. Write task name, project, assignee, and due date into the 'OverdueTasks' worksheet.
Search by custom field, flag high-priority results, and write a pre-meeting summary in one prompt
For each account name in column A, search Asana workspace [ID] for tasks where the custom field 'Account Name' equals that value. Write task name, assignee, due date, and the value of the 'Priority' custom field into columns B through E. For any task where Priority is "High", write "Flag" in column F. Write a summary to cell G1: total tasks found, total flagged, ready for the 2 PM pipeline review.
One prompt covers all 20 searches, the priority flag, and the meeting-ready summary count.
Try It
Get the 7-day free trial of SheetXAI and open your account list workbook — ask SheetXAI to run all 20 custom field searches against Asana and write the results before the pipeline review. You can also look at how to bulk-update tasks after the search surfaces what needs fixing, or return to the Asana hub for the full workflow list.