# US 12,602,660 B2 · Systems and methods to generate records within a collaboration environment

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- Number: US 12,602,660 B2
- Document ID: US12602660B2
- Status: Granted
- Kind: B2
- Application number: 18/818,060
- Filed: 2024-08-28
- Published: 2025-04-03
- Granted: 2026-04-14
- Earliest claimed: 2022-02-17
- Assignees: Asana, Inc.
- Applicants: Asana, Inc.
- Inventors: Steve B. Morin
- Web page: https://patentgrep.com/patent/US12602660B2

## CPC

- G06Q 10/103: {Workflow collaboration or project management}
- G06F 3/0486: Drag-and-drop
- G06F 40/40: Processing or translation of natural language (natural language analysis G06F40/20; semantic analysis G06F40/30)
- G06Q 10/06: Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06T 7/33: using feature-based methods
- G10L 15/005: {Language recognition}
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06T: IMAGE DATA PROCESSING OR GENERATION, IN GENERAL
- G10L: SPEECH ANALYSIS TECHNIQUES OR SPEECH SYNTHESIS; SPEECH RECOGNITION; SPEECH OR VOICE PROCESSING TECHNIQUES; SPEECH OR AUDIO CODING OR DECODING

## Abstract

Systems and methods to generate records within a collaboration environment are described herein. Exemplary implementations may perform one or more of: manage environment state information maintaining a collaboration environment; obtain input information defining digital assets representing sets of content input via a user interface; generate content information characterizing the sets of content represented in the digital assets; generate individual records based on the content information; and/or other operations.

## Claims

### Claim 1

A system configured to automate generation of a work unit record managed by a collaboration environment, the system comprising:
non-transitory electronic storage storing work unit records of a collaboration environment; and
one or more physical processors configured by machine-readable instructions to:
obtain input information defining a digital asset input into an instance of a graphical user interface, the digital asset representing a set of content;
in response to obtaining the input information, generate content information characterizing the set of content by performing natural language processing and/or feature detection on the set of content;
automatically generate a work unit record based on the content information, the work unit record characterizing a unit of work based on an assignee expected to accomplish one or more actions to complete the unit of work and/or a due date for expected completion of the unit of work, wherein the assignee is specified as a user who input the digital asset or an other user associated with the user, and wherein the due date is specified relative to an input date when the digital asset was input into the instance of the graphical user interface; and
effectuate storage of the work unit record in the non-transitory electronic storage.

### Claim 2 (depends on 1)

The system of claim 1, wherein the digital asset is a document file, an image file, or a video file.

### Claim 3 (depends on 1)

The system of claim 1, wherein the one or more physical processors are further configured by the machine-readable instructions to:
manage environment state information maintaining a collaboration environment; and
wherein the instance of the graphical user interface provides access to the collaboration environment.

### Claim 4 (depends on 1)

The system of claim 1, wherein the one or more physical processors are further configured by the machine-readable instructions to identify one or more triggers included in the set of content that lead to generation of the work unit record.

### Claim 5 (depends on 1)

The system of claim 1, wherein the content information characterizing the set of content includes context information specifying context of the digital asset, the context including one or more users associated with the digital asset.

### Claim 6 (depends on 5)

The system of claim 5, wherein the one or more physical processors are further configured by the machine-readable instructions to:
identify individual ones of the one or more users associated with the digital asset;
obtain individual user records for the individual ones of the one or more users; and
generate the work unit record further based on the individual user records.

### Claim 7 (depends on 1)

The system of claim 1, wherein the other user includes a user of a given role.

### Claim 8 (depends on 1)

The system of claim 1, wherein the work unit record is generated to include the assignee, such that a user interface page associated with the work unit record displays the assignee.

### Claim 9 (depends on 1)

The system of claim 1, wherein the work unit record is generated to include the due date, such that a user interface page associated with the work unit record displays the due date.

### Claim 10

A method to automate generation of a work unit record within a collaboration environment, the method comprising:
storing, in non-transitory electronic storage, work unit records of a collaboration environment;
obtaining input information defining a digital asset input into an instance of a graphical user interface, the digital asset representing a set of content;
in response to the obtaining the input information, generating content information characterizing the set of content by performing natural language processing and/or feature detection on the set of content;
automatically generating a work unit record based on the content information, the work unit record characterizing a unit of work based on an assignee expected to accomplish one or more actions to complete the unit of work and/or a due date for expected completion of the unit of work, wherein the assignee is specified as a user who input the digital asset or an other user associated with the user, and wherein the due date is specified relative to an input date when the digital asset was input into the instance of the graphical user interface; and
effectuating storage of the work unit record in the non-transitory electronic storage.

### Claim 11 (depends on 10)

The method of claim 10, wherein the digital asset is a document file, an image file, or a video file.

### Claim 12 (depends on 10)

The method of claim 10, further comprising:
managing environment state information maintaining a collaboration environment; and
wherein the instance of the graphical user interface provides access to the collaboration environment.

### Claim 13 (depends on 10)

The method of claim 10, further comprising identifying one or more triggers included in the set of content that lead to generation of the work unit record.

### Claim 14 (depends on 10)

The method of claim 10, wherein the content information characterizing the set of content includes context information specifying context of the digital asset, the context including one or more users associated with the digital asset.

### Claim 15 (depends on 14)

The method of claim 14, further comprising:
identifying individual ones of the one or more users associated with the digital asset;
obtaining individual user records for the individual ones of the one or more users; and
generating the work unit record further based on the individual user records.

### Claim 16 (depends on 10)

The method of claim 10, wherein the other user includes a user of a given role.

### Claim 17 (depends on 10)

The method of claim 10, wherein the work unit record is generated to include the assignee, such that a user interface page associated with the work unit record displays the assignee.

### Claim 18 (depends on 10)

The method of claim 10, wherein the work unit record is generated to include the due date, such that a user interface page associated with the work unit record displays the due date.