Neotask connects your project tasks and CRM deals so sales and delivery teams always work from the same live data.
When an Attio deal advances, Neotask instantly creates the matching Asana project or task set.
Completed Asana milestones automatically log progress notes back to the related Attio deal.
Eliminate copy-paste handoffs between sales and delivery with automated two-way record sync.
Closing an Attio deal instantly generates a structured onboarding project in Asana with your standard task template.
Each completed Asana milestone posts a timestamped note to the linked Attio deal for full account visibility.
Neotask compiles Asana task progress each week and summarizes overdue items against active Attio deals.
Moving a deal to a new pipeline stage in Attio triggers the relevant Asana task checklist automatically.
Asana project metadata - owner, due date, status - syncs back to the corresponding Attio contact record.
Tell Neotask what you want to automate between Asana and Attio in plain language - no technical setup required.
Neotask maps deal stages to Asana projects, sets trigger conditions, and connects both platforms securely.
From deal close to milestone completion, Asana and Attio stay in sync with zero manual effort from your team.
| Capability | Asana | Attio |
|---|---|---|
| Task and Project Management | Yes | No |
| CRM Records and Pipeline | No | Yes |
| Deal Stage Tracking | No | Yes |
| Milestone and Timeline Tracking | Yes | No |
| Contact and Company Records | No | Yes |
| Task Assignment and Ownership | Yes | No |
| Activity Notes and Logs | No | Yes |
Sales teams live in Attio. Delivery teams live in Asana. When those tools do not communicate, deals close while onboarding lags, CRM records go stale, and account managers chase project updates across separate systems.
Neotask connects Asana and Attio so the handoff from sale to delivery happens automatically. When a deal advances in Attio, Neotask creates the matching Asana project. When a milestone completes in Asana, Neotask logs it back to the Attio record. Your CRM and project board stay in sync without anyone copying data between tabs.
Sales teams gain visibility into delivery progress without leaving Attio. They can see whether onboarding is on track, spot delays before clients do, and add activity notes that reflect real project data.
Project managers no longer wait for sales to manually hand off deal details. The moment a deal is won, their Asana project is ready with the right tasks, assignees, and deadlines.
Operations leads get a unified view of pipeline health and delivery capacity, making it easier to forecast workload and catch bottlenecks early.
Neotask handles configuration in plain language. Describe the workflow you need and it sets up the automation - no code, no connectors to maintain.
Name your Asana projects consistently with Attio deal names so Neotask can match records reliably across both platforms.
Use Attio deal stage names as trigger keywords in your Neotask prompts to make automations easy to read and adjust later.
Set up a weekly summary prompt first - it gives you an immediate win and shows which deal-to-project links need cleanup.
Yes. Neotask supports two-way sync. Deal stage changes in Attio can create Asana tasks, and Asana milestone completions can update Attio records.
No. Neotask uses plain language prompts. You describe what you want to happen and Neotask configures the automation for you.
Yes. You can define separate automations for each pipeline stage and map them to distinct Asana projects or task sections.
Syncs happen in near real-time when triggered by events like deal stage changes or task completions.
You can configure Neotask to archive, reassign, or add a note to the related Asana project when an Attio deal is marked lost.
Let Neotask handle the syncing so your team can focus on closing deals and delivering results.
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