**Title: Claude \+ Asana Automation Trainer / Consultant for Project Management Workflows**

Posted 2 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Title: Claude + Asana Automation Trainer / Consultant for Project Management Workflows We are looking for an experienced trainer/consultant to deliver a customized, hands-on 1-day training program focused on using Claude AI with Asana to automate project management workflows. The client already uses Asana and has identified business processes they would like to improve through AI-assisted automation. For this 1-day engagement, the training will be limited to two focused use cases: * RAID Log Automation * Weekly Status Meeting Automation The trainer should be able to go beyond general Claude prompting and teach participants how to translate real project-management processes into practical automations using the appropriate combination of Claude, Asana automation capabilities, Rules, custom fields, integrations, and—where appropriate—APIs or agent-based workflows. Primary Training Use Cases 1. RAID Log Automation The training should demonstrate how AI-assisted automation can support RAID management by: * Identifying risks, issues, assumptions, dependencies, blockers, and delayed activities from project information. * Creating or updating RAID records based on task activity, comments, dependencies, and project status. * Identifying stale RAID items, items with no recent updates, and items without an owner. * Using Claude to interpret project context and determine when an item may warrant RAID attention. * Incorporating appropriate human-review and approval steps before AI-generated updates are committed. * Generating a project-close RAID summary that can feed into lessons learned or retrospective activities. 2. Weekly Status Meeting Automation The training should demonstrate how Claude and Asana can support the full weekly project-status workflow, including: * Analyzing project activity and generating concise, executive-ready weekly status reports. * Identifying meaningful changes since the previous reporting period. * Highlighting new blockers, overdue work, slipped due dates, stalled tasks, upcoming milestones, and items requiring management attention. * Producing a pre-meeting brief focused on changes, risks, and decisions required. * Converting post-meeting notes or transcripts into proposed Asana tasks, owners, due dates, decisions, and updates to existing tasks. * Matching meeting actions against existing tasks rather than unnecessarily creating duplicate work. * Handling ambiguous owners, dates, or instructions through human review. Training Approach This should be a practical, instructor-led workshop, not a general presentation about Claude or AI. Participants should learn how to: * Translate business requirements into automation workflows. * Define triggers, conditions, data sources, actions, and outputs. * Determine which workflow steps should use deterministic Asana automation versus Claude-based reasoning. * Structure Asana projects, custom fields, templates, and project information so AI-assisted automation can work reliably. * Use Claude to analyze project context rather than simply summarize individual tasks. * Design human-in-the-loop approval patterns for AI-generated actions. * Handle exceptions such as missing owners, ambiguous dates, duplicate tasks, and conflicting instructions. * Test and troubleshoot automations. * Understand where native Claude/Asana capabilities are sufficient and where APIs, MCP, or another orchestration approach may be required. Engagement This is a 1-day instructor-led training assignment, approximately 7 hours. The objective is to provide meaningful hands-on coverage of the two selected use cases rather than attempting to cover a broad range of automation scenarios superficially. A short discovery discussion may be required before the training so the trainer can understand the client’s existing Asana setup, including project templates, custom fields, permissions, reporting processes, and Claude environment. Ideal Trainer Background We are particularly interested in someone with strong experience in several of the following areas: * Claude AI / Anthropic ecosystem * Asana administration and workflow automation * Asana Rules, custom fields, templates, portfolios, and project structures * AI agents and workflow automation * API-based integrations * MCP or similar AI-to-business-application integration approaches * Project and program management processes * RAID management * Project status reporting * AI-assisted meeting and action-item automation * Designing enterprise AI workflows with human-in-the-loop controls Prior experience building real Claude + Asana or comparable AI-driven project-management automations is strongly preferred. When Responding Please describe: * Your experience with Claude and Asana. * Examples of Asana or project-management automations you have built. * Whether you have implemented AI workflows that read project information and subsequently create or update tasks, fields, reports, or other records. * Your experience with APIs, MCP, AI agents, or other orchestration methods where native integrations are insufficient. * Your experience delivering hands-on technical training to business or project-management teams. * How you would approach teaching these two use cases within a 1-day session. * Which portions of the requirements you believe can be accomplished using native Claude/Asana capabilities and which may require additional integration or development. The trainer should be capable of both explaining the architecture and guiding participants through practical implementation, while retaining enough flexibility to adapt the exercises to the client’s actual Asana environment.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Expert
    Experience Level
  • $100.00

    Hourly
  • Remote Job
  • One-time project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
Asana
Project Management
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:yesterday
  • Interviewing:
    3
  • Invites sent:
    18
  • Unanswered invites:
    9
About the client
Member since Jul 24, 2017
  • United States
    New York6:09 PM
  • $277K total spent
    132 hires, 46 active
  • 749 hours

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