PDFBetter works with Asana through its Zapier and Make apps, with no code. Use it to turn documents into work: a task for each new contract with its key dates, and tasks completed when signatures come in. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Asana
Tasks with deadlines from contracts: A contract PDF arrives → Extract Data From PDF pulls the renewal date → an Asana task due that day.
Review tasks with summaries: A new PDF in a folder → Summarize PDF → a task with the summary for the reviewer.
Signature completed: Document Fully Signed → the matching Asana task is completed.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Asana. There is nothing to install.
Connect PDFBetter
In PDFBetter, go to Settings → Integrations and click Set up in Zapier or Set up in Make, then click Allow and connect when PDFBetter asks.
Add Asana
In the same Zap or scenario, add a Asana step and connect your Asana account in Zapier or Make.
Map and test
Map files and fields between the steps, run a test with a real document, then turn the Zap or scenario on.
The PDFBetter steps to use
The PDFBetter steps to use
Extract Data From PDF, Summarize PDF, Document Fully Signed, Send PDF for Signature.
In Make the same steps appear in sentence case. Make also offers Watch recipient signatures and Watch new form responses, which aren't in the Zapier app.
Pricing
Pricing
This works on every PDFBetter account plan, including Free. Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't count.
Agent & automation runs per month: 200 on Free, 5,000 on Pro, unlimited (fair use) on Business.
Zapier's tasks or Make's operations, and your Asana plan, are counted by those services as usual.
Plans
What each plan includes
| Free | Pro | Business | |
|---|---|---|---|
| Connect AI agents (MCP) | Included | Included | Included |
| Agent & automation runs per month | 200 | 5,000 | Unlimited |
What it doesn't do
- PDFBetter doesn't connect to Asana directly: Zapier or Make runs the steps between them, so you need an account with one of them.
- Download links in a step's output expire after about 10 minutes, so pass files on within the same run.
- AI steps read a PDF's text layer; run Make PDF Searchable (OCR) first on scanned documents.
Asana + PDFBetter: questions people ask
Are extracted dates reliable enough for deadlines?
Each extracted value comes with the page it was found on and a status; missing values are never guessed. Check important dates against the cited page.
Do I need Zapier or Make to connect Asana?
Yes, one of them. Both connect to Asana and to PDFBetter; pick the one you already use. Make also has triggers for each recipient's signature and new form responses.
Does it cost extra in PDFBetter?
No. It's included on every plan, including Free; each PDFBetter step that runs uses one of your plan's monthly agent & automation runs.
Are my documents stored in PDFBetter?
Files a step works on are imported into your PDFBetter account so the step can process them, and appear in your documents, where you can delete them.