Episode #134: Setting Up Asana for Small Business: Automation Rules That Save Time

If you’ve ever thought, “There has to be an easier way to keep track of all the things,” you’re right — and Asana is that easier way.

In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m walking you through you how to set up your Asana workspace from scratch with automation in mind. 

We’re diving into how to structure your projects, build out recurring tasks, and use automation rules that actually save you time (instead of just looking pretty on your screen).

This is Part 2 of our Automated Systems That Scale mini-series, where I walk you through the real tools and workflows I recommend to take work off your plate — not add more to it.

Whether you’re managing content, client projects, launches, or even your weekly schedule, you’ll walk away from this episode with the confidence to turn your project management tool into a time-saving system that supports your growth.

✨ NOTE: This episode is part of the Automated Systems That Scale mini-series, where we're exploring how the right project management system can transform your business from manual and chaotic to automated and streamlined. Throughout this series, I'll show you exactly how to leverage Asana's powerful automation and AI capabilities to create systems that run your business for you.

IN THIS EPISODE, I COVER:

➔ How to structure your Asana workspace for real efficiency
➔ The best time-saving features inside Asana (that most people ignore)
➔ How to automate recurring tasks, content planning, and client workflows with just a few clicks

RESOURCES:

📌 Asana – Free and paid plans available
📌 AI Evergreen Content Machine Waitlist
📌 Done-for-You Custom GPT Setup

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #133: Asana Tutorial: How to Automate 24 Hours of Work Each Week
🎙️ Episode #128: Systems That Scale: How to Create SOPs That Actually Work for Your Business

⏱️  TIMESTAMPS:

00:59 – Setting Up Your Asana Workspace
03:34 – Organizing Projects for Automation
07:04 – Creating Recurring Tasks and Dependencies
12:10 – Leveraging AI Features in Asana
13:37 – Integrating Asana with Other Tools
15:54 – Automating Tasks with Asana Rules
18:31 – Conclusion and Next Steps

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

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