Asana Automation Specialist

Asana Automation Specialist (Contract)

Position Summary

We are seeking a contract-based Asana Automation Specialist to design, implement, and optimize workflow automation within Asana and related business systems. This role focuses on improving operational efficiency, reducing manual administrative effort, enhancing visibility across projects, and supporting scalable execution processes across consulting, operations, and business functions.

The ideal candidate combines strong process-thinking capabilities with hands-on experience configuring Asana workflows, rules, forms, integrations, reporting, and automation across platforms such as Microsoft 365, Power Automate, Zapier, Make, Slack, Teams, and related tools.

Key Responsibilities

Asana System Architecture & Administration

• Configure and maintain Asana workspaces, teams, projects, portfolios, templates, and custom fields
• Develop scalable project and task structures aligned with organizational workflows
• Standardize project management processes and governance within Asana
• Optimize permissions, access structures, naming conventions, and organizational standards

Workflow Automation

• Design and implement automation rules within Asana

• Build cross-platform automations using:

  • Microsoft Power Automate
  • Zapier
  • Make (Integromat)
  • Slack / Microsoft Teams
  • Outlook / Gmail integrations

• Automate task routing, approvals, reminders, escalations, recurring workflows, and status updates

• Reduce manual work by integrating business systems and workflows

Process Improvement

• Analyze existing operational workflows and identify automation opportunities
• Translate business requirements into efficient workflow designs
• Improve execution tracking, accountability, and visibility across teams
• Support continuous improvement initiatives through workflow optimization

Reporting & Dashboards

• Build dashboards and reporting structures within Asana
• Develop KPI tracking and operational reporting mechanisms
• Improve visibility into project status, workload, deadlines, and execution metrics
• Support executive reporting requirements

Integration & Data Management

• Support integrations between Asana and external systems
• Assist with importing/exporting data and workflow migration efforts
• Ensure data consistency and organizational standards across projects
• Help establish scalable information management practices

Documentation & Training

• Develop workflow documentation, SOPs, and user guides
• Train team members on Asana usage and workflow standards
• Support onboarding and adoption efforts
• Provide troubleshooting and ongoing user support

Required Qualifications

• 2+ years of hands-on experience administering and automating Asana

• Experience with workflow automation platforms such as:

  • Power Automate
  • Zapier
  • Make

• Strong understanding of operational workflows and process design

• Experience configuring:

  • Custom fields
  • Forms
  • Rules
  • Portfolios
  • Dashboards
  • Templates

• Strong organizational and problem-solving skills

• Ability to translate business needs into practical system workflows

• Excellent written and verbal communication skills

• Ability to work independently in a fast-paced environment

Preferred Qualifications

• Experience supporting consulting, professional services, engineering, construction, infrastructure, or operations teams
• Familiarity with Microsoft 365 ecosystem
• Experience integrating Asana with CRM, ERP, document management, or communication systems
• Knowledge of project management methodologies and operational governance
• Experience with AI-enabled workflow tools and automation concepts

Contract Structure

• Contract / Part-Time / Flexible Hours
• Remote preferred
• Hourly or milestone-based compensation
• Potential for ongoing engagement based on performance and organizational needs

Example Deliverables

• Automated intake and task routing systems
• Executive dashboards and portfolio visibility tools
• Email-to-task delegation workflows
• Workflow templates and standard operating structures
• Automated reporting and notification systems
• Cross-functional project tracking systems

Ideal Candidate Profile

This role is best suited for someone who enjoys combining operational thinking with systems automation — someone capable of structuring workflows, improving execution discipline, and building scalable systems that reduce friction and administrative overhead.