Create an Asana portfolio risk agent
Focus a portfolio review on the small number of issues that can change delivery.
Read workflow guide →
Turn scattered project status into a short list of risks, decisions, and owner actions tied to real milestones.
Example outcome
Produce a portfolio risk brief with owners and next decisions.
Agent examples
2 guides
Focus a portfolio review on the small number of issues that can change delivery.
Read workflow guide →
Schedule decisions early enough to protect the milestone, without turning every late task into a meeting.
Read workflow guide →
An Asana portfolio can look healthy while an important milestone depends on an overdue task, an unassigned approval, or work with no current status. An agent can inspect selected projects and trace those dependencies into a portfolio risk brief.
Define the projects, reporting date, milestone window, and risk rules. Ask the agent to distinguish a late task from a delivery risk. A low-impact housekeeping task should not receive the same attention as a blocked approval on the launch path.
The result should cite the project, milestone, task, owner, due date, dependency, and latest relevant status. Missing ownership or stale updates are findings in their own right; the agent should not invent progress from task completion percentages.
Asana shows the work and deadlines. Google Calendar shows the meetings, decision points, and available time before those deadlines. A combined agent can prepare a checkpoint plan around the risks, making sure the right decision happens before the milestone rather than at the next routine status meeting.
Calendar changes should remain drafts. The project owner decides whether a risk needs a meeting, focused work time, an asynchronous update, or a changed due date.
Combine plugins
Outcome pages can describe combinations: one plugin for source context, another for project tracking, and another for delivery or notifications. Use Asana as one layer in a larger agent workflow when the outcome needs more than one connected app.
Available plugin capabilities
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