The Smooth Operator: Scaling operations & status tracking with AI Teammates

Managing end-to-end sales, PMO intake, and project delivery across decentralized branches often led to delayed quotation cycles, lost inquiries, and unreliable revenue forecasting.

In this recorded 30-minute fireside chat, Stephan Merk, Chief of Staff at Hanebutt Group, and Asana shared how Hanebutt Group transformed these exact operational bottlenecks across 17 branches at 14 locations and 800 employees. They explored how humans and AI work hand-in-hand within Agentic Work Management—highlighting how a custom Asana AI Teammate automatically turns meeting recordings into structured, trackable work while human team members review the output, make decisions, and keep execution moving.

In this session, viewers learned how to:

• Eliminate intake bottlenecks: Route requests and clarify ownership across the entire lifecycle, from initial inquiry to after-sales care.

• Turn meetings into trackable next steps: Leverage AI Teammates to turn meeting recordings into structured, trackable work automatically and route them to the right owner for review.

• Connect sales, revenue, and delivery: Give teams and leaders a clear, current view of work, dependencies, and portfolio health across branches.