Asana's Ambassador Program: Enhancing Efficiency and Scalability with Zapier

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Asana, a popular work management platform, was facing the challenge of managing its Ambassador program at scale. The program, designed to connect with users and provide them with resources to better use Asana, required a significant amount of manual work. This included onboarding new members, encouraging existing members to participate, and recognizing members when they achieved program milestones. The manual nature of these tasks was time-consuming and inefficient, potentially hindering the program's growth and scalability. Asana was in need of a solution that could automate these processes, allowing the team to focus on adding value through customer care rather than managing day-to-day operations.

Asana is a fast-growing company that provides a popular work management platform. The company values agility and efficiency, always looking for ways to work smarter and avoid getting bogged down with manual work. Asana has a thriving community of users worldwide, and one of its most powerful customer outreach programs is the Ambassador program. This program is designed for users who want to connect with Asana and other community members, share productivity tips, and learn how to teach their colleagues to use Asana. The program also provides resources such as courses and certifications, helping users to become more than just average Asana users.

Asana found its solution in Zapier, an automation platform recommended by its user community. Zapier extended the functionality of Asana Rules, allowing the company to automate tasks outside of just Asana. With Zapier, when a member joins the Ambassador program, an automated email is sent through Gmail outlining their membership benefits. Similarly, when a member completes a certification or hits a milestone, Zapier sends an email congratulating them. This automation significantly reduced the manual workload, freeing up the team to focus on more value-adding tasks. Moreover, the use of Zapier brought about a mindset shift within the team, encouraging them to consider automation as a solution for repetitive, manual work.

• The use of Zapier for automation has not only eased Asana's workload but also made the Ambassador program more successful. The automation of tasks such as sending emails to new members and congratulating members on their achievements has allowed the team to focus on adding value through customer care rather than managing day-to-day operations. Furthermore, the introduction of Zapier has brought about a mindset shift within the team. Instead of viewing manual work as a necessary evil, the team now sees automation as a viable solution for repetitive tasks, leading to more efficient work processes.

• Automation with Zapier reduced the operational work equivalent to one or two extra workloads every week.

• Zapier's automation allowed Asana to scale its Ambassador program, preparing it for future growth.