A CSV file containing the current status of all projects in a portfolio is generated for offline review or reporting.
The agent queries the Asana API to retrieve portfolio data, including project names, current status, and due dates. It then formats this data into a CSV structure. The agent should confirm the specific portfolio ID and ensure that the user has read access to the relevant projects before exporting.
- Category: Data and analysis
- Effect: Read-only
- MCP servers: Asana (https://koskamo.com/explore/asana)
- Source: Build an app with Asana (https://developers.asana.com/docs)
- Source quote: "Portfolio to CSV export"
- Playbook page: https://koskamo.com/explore/use-cases/export-portfolio-status-to-csv
Prompt: Export the current status of all projects in the 'Q3 Product Launch' portfolio to a CSV format.