Client Onboarding & Project InitiationPurpose
1.2. Automates routing of key onboarding tasks (e.g., document review, file setup) to responsible team members as soon as a client triggers the process.
1.3. Automated notifications sent to relevant staff, ensuring no critical step or document is missed, supporting compliance and client satisfaction.
1.4. Automation accelerates onboarding, strengthens tracking, and maintains a detailed audit trail.
Trigger Conditions
2.2. Signed service contract upload or e-signature completion event.
2.3. Manual trigger by account manager in a project management system.
2.4. Automated API webhook from external intake platform notifying of project start.
Platform Variants
3.1. Microsoft Teams
• Feature/Setting: Teams Bot sends an automated task card in a channel; configure using Microsoft Graph API ‘create chatMessage’.
3.2. Slack
• Feature/Setting: Automated message using Slack Web API ‘chat.postMessage’ to notify the assignee.
3.3. Asana
• Feature/Setting: Asana API ‘tasks.create’ for automated assignment in a project template.
3.4. Trello
• Feature/Setting: Automated card creation and user assignment via Trello API ‘POST /1/cards’.
3.5. Monday.com
• Feature/Setting: Mutation query to ‘create_item’ and ‘change_column_value’ via Monday GraphQL API for automated assignment.
3.6. Jira
• Feature/Setting: Jira REST API ‘POST /rest/api/3/issue’ creates tasks and assigns users.
3.7. ClickUp
• Feature/Setting: ‘taskCreate’ endpoint for automated task generation and assignment.
3.8. Wrike
• Feature/Setting: Wrike API ‘POST /tasks’ assigns responsibility and notifies via Wrike inbox.
3.9. ServiceNow
• Feature/Setting: Automated assignment via ServiceNow Table API ‘POST /now/table/task’.
3.10. Zendesk
• Feature/Setting: Zendesk API ‘tickets.create’ for automated workflow ticket and assignment.
3.11. Salesforce
• Feature/Setting: Apex trigger, or REST API ‘/tasks’ endpoint for automated notification and assignment.
3.12. Notion
• Feature/Setting: Databases API ‘createPage’ for automated onboarding checklist items.
3.13. Airtable
• Feature/Setting: Airtable API ‘POST /v0/{baseId}/{tableName}’ to automate task records.
3.14. Google Chat
• Feature/Setting: Automated bot notification via Google Chat API ‘spaces.messages.create’.
3.15. Gmail
• Feature/Setting: Automated assignment notification email sent using Gmail API ‘users.messages.send’.
3.16. Outlook
• Feature/Setting: Automated email via Outlook REST API ‘sendMail’ for assignment communication.
3.17. Twilio SMS
• Feature/Setting: Automated SMS sent to assignee using Twilio API ‘Messages’ endpoint.
3.18. SendGrid
• Feature/Setting: Automated notification email via SendGrid API ‘mail/send’.
3.19. Zoho CRM
• Feature/Setting: Automated task assignment using Zoho CRM API ‘Tasks’.
3.20. Basecamp
• Feature/Setting: Automated to-do creation using Basecamp API ‘POST /buckets/{bucket_id}/todosets/{todoset_id}/todos.json’.
Benefits
4.2. Automation reduces manual errors and missed steps.
4.3. Automates notification delivery, improving task visibility.
4.4. Automated audit trail supports regulatory and compliance needs.
4.5. Automator boosts productivity, freeing staff for high-value activities.
4.6. Automatable flows accelerate time-to-value for clients and teams.