The Scenario
The sales ops analyst got a request from the account team: for 20 specific company names in a Google Sheet, find all the Asana tasks in the workspace where the custom field "Client Name" matches that company, and return the task name, assignee, and due date.
The companies are already in column A. There are 20 of them. Running 20 separate searches in Asana's UI, reading the results, and pasting them into the sheet is not a 10-minute task.
The bad version:
- Open Asana's advanced search, set the custom field filter to "Client Name = [company 1]," run the search.
- Read the results, copy task names, open the sheet, paste them in, try to remember the assignees, go back to Asana and look them up.
- Repeat for company 2. Notice that Asana's search cleared the previous filter, so you have to re-enter the custom field name.
- On company 7, get a call from the account team asking for an ETA.
A search that requires 20 separate UI interactions with manual copy-paste between each one is not a search — it's data entry with extra steps.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the company names from column A, runs the corresponding custom field searches against Asana, and writes the results directly into your sheet.
For each company name in column A of this sheet, search Asana workspace [ID] for tasks where the custom field 'Client Name' equals that value, and write matching task names, assignees, and due dates into columns B, C, and D.
What You Get
- For each company in column A, matching Asana tasks written into columns B, C, and D
- Multiple matching tasks for the same company each get their own row, with the company name repeated in column A for easy filtering
- Companies with no matching tasks get "No tasks found" written into column B so the gap is visible
What If the Data Is Not Quite Ready
The custom field values in Asana use slightly different formatting than the names in your sheet
For each company name in column A, search Asana workspace [ID] for tasks where the custom field 'Client Name' contains the value from column A (not exact match). Write matching task names, assignees, and due dates into columns B, C, and D.
You want to filter to only overdue tasks for each company
For each company name in column A, search Asana workspace [ID] for incomplete tasks where the custom field 'Client 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.
You need to search by assignee instead of (or in addition to) a custom field
Search Asana workspace [ID] for all overdue incomplete tasks assigned to the users in the 'Team' table of this sheet. Write task name, project, assignee, and due date into the 'OverdueTasks' sheet.
Search by custom field, pull results, flag high-priority tasks, and write a summary in one prompt
For each company name in column A, search Asana workspace [ID] for tasks where the custom field 'Client 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.
One prompt covers the search, the field pull, the priority flag, and the summary count.
Try It
Get the 7-day free trial of SheetXAI and open your company list sheet — ask SheetXAI to run all 20 custom field searches against Asana and populate the results at once. You can also look at how to bulk-update task fields after the search results identify what needs changing, or return to the Asana hub for the full list of workflows.