Bring order to complex work

• See how structured workflows reduce chaos
• Keep projects moving with clear timelines and ownership
• Make collaboration smoother across teams

Learn when Asana is worth using

Not everything belongs in Asana.
This session helps you identify:

• Work that’s repeatable or high-risk
• Cross-team handoffs that need visibility
• Processes that keep getting lost in email/spreadsheets

Turn one-off work into reusable systems

• Build templates for repeatable projects
• Standardize workflows so you don’t start from scratch
• Save time by reusing what already works

Improve intake and reduce back-and-forth

• Use forms to capture complete, consistent requests
• Eliminate unclear handoffs and missing info
• Reduce follow-ups and improve turnaround time

Get better visibility into work (and progress)

• Track status, ownership, and timelines in one place
• Surface insights with dashboards and reporting
• See what’s happening across projects, not just tasks

Make collaboration actually work

• Create shared workflows across teams
• Reduce dropped balls and unclear ownership
• Make work easier to track, follow, and complete

What to know

• Asana is a workflow tool, not just task tracking
• It only works if the structure and inputs are strong
• Value increases as more teams use it consistently

Work faster (and smarter)

• Get past the blank page quickly
• Draft, summarize, and organize work in minutes
• Spend more time on higher-value thinking

Learn what actually makes AI “work”

• Vague prompts = generic output
• Better inputs → better results
• First response is a starting point, not the final answer

Use a simple prompt framework

Goal > Context > Structure > Expectations

This helps you get clearer, more relevant outputs — faster.

Try practical techniques right away

• Ask Copilot to improve your prompt
• Have it ask you clarifying questions first
• Define your audience for better responses
• Use examples to guide format
• Identify risks and blind spots

Use Copilot as a thought partner

Beyond drafting, use it to:

• Stress-test ideas
• Find gaps or risks
• Simplify complex topics
• Brainstorm new approaches

Communicate more clearly and confidently

• Learn a simple structure for public speaking and pitching
• Avoid over-explaining or losing your audience
• Make your message easier to follow (and remember)

Use a simple framework that works anywhere

Problem > Solution > Outcome

Use it to:

• Explain what eMoney does (in plain language)
• Structure updates, presentations, and conversations
• Keep your message focused and relevant

Avoid the most common communication mistakes

• Starting with too much detail
• Jumping straight to solutions
• Assuming your audience sees the same problem

Tip: Align on the problem first

Make your message audience-first

• Tailor your pitch based on who you’re speaking to
• Use examples that match their world
• Focus on what’s in it for them and not what you want to say

Apply it beyond sales

This framework is useful for:

• Client conversations
• Cross-team collaboration
• Status updates and presentations
• Everyday “what do you do?” moments

Structure any presentation with ease

Simple flow to follow:

1. Orient – What are we talking about?
2. Connect – Why should you care?
3. Simplify – What’s the key idea?
4. Deliver – Make it easy to follow
5. Land – Reinforce the takeaway

What to keep in mind

• You don’t need to “impress” people
• You just need to help them follow your thinking
• Simplicity and clarity almost always win