New project setup and templating

Purpose

1.1. Enable automated, standardized new project setup and templating for clients in archive-focused professional services, ensuring every client is onboarded, project assets organized, documentation is templated, and compliance is adhered to without manual effort.
1.2. Facilitate automated creation, tagging, permissions-setting, folder structure, documentation, workflow initialization, and notification, reducing onboarding friction and risks in information management and archiving projects.
1.3. Centralize all archiving records, client folders, documentation templates, project briefs, and checklists in a repeatable and automatable process integrated with adjacent enterprise tools.

Trigger Conditions

2.1. New client entry in CRM or ERP signals start of onboarding workflow.
2.2. Manual 'New Project' submission via project management platform.
2.3. Automated receipt of signed engagement or contract via eSignature platform.
2.4. Scheduled batch trigger for multiple projects setup weekly.
2.5. Integration webhook receives third-party partner project creation event.

Platform variants

3.1. Salesforce
- API/Feature: Flow Builder, Structured Process Automation — automates new Account onboarding tied to custom record template.
3.2. Microsoft SharePoint
- Feature: REST API endpoints, Automate Flows — automate folder and document library creation with pre-loaded templates.
3.3. Google Drive
- API: Drive API v3 — automate folder structure creation, file template duplication, and permissions assignment.
3.4. Dropbox for Business
- API: Dropbox Business API — automate workspace, parent-child folder generation, and client asset containers.
3.5. DocuSign
- API: Envelope Complete Connect — automatedly trigger workflows post-signature for project artifact generation.
3.6. Jira
- API: Project Creation Endpoint — automate SCRUM/Kanban project setup, populate templates, and ready sprints.
3.7. Monday.com
- Feature: 'Create Board' automation, API v2 — duplicating project boards from standard templates.
3.8. Asana
- API: Project Template Endpoint — automate new project generation from onboarding blueprint templates.
3.9. Airtable
- API: Table/Record API — automated population of onboarding checklists, project briefs, contacts.
3.10. Trello
- API: Board Creation endpoint — automate project board cloning with pre-set lists, Power-Ups, and members.
3.11. Notion
- API: Database Creation/Clone API — automatic workspace, project dashboards, and permissioned docs.
3.12. Slack
- API: Conversations.create, IM Open — automates dedicated client channels and project direct messages.
3.13. Box for Business
- API: Folders and Collaboration — automate folder ingestion, template seeding, role assignment.
3.14. Confluence
- API: Space Creation, Page Templates — automate onboarding space with project documentation.
3.15. SAP (S/4HANA Cloud)
- API: Project API (Create Project) — automates project record and phase template instantiation.
3.16. HubSpot
- API: Workflows, Ticket Creation — automate onboarding task lists upon client or deal closure.
3.17. Smartsheet
- API: Sheet/Workspace Creation — automates folder, task list, and cross-team dashboard setup.
3.18. Zoho Projects
- API: Project and Template modules — automate templated project and milestone generation.
3.19. Wrike
- API: Folder/Project duplication, Spaces API — automates adding new projects with assigned teams.
3.20. Google Calendar
- API: Event & Calendar Creation — automatedly set project timeline calendars and onboarding meetings.
3.21. Microsoft Teams
- API: Graph 'create team' — automate new team, channel, and onboarding file provisioning for each project.
3.22. Freshdesk
- API: Ticket/Contact automation — automated setup of project-based support tickets for onboarding.
3.23. Zendesk
- API: Custom apps/scripts — automates project onboarding workflow tickets for client projects.
3.24. ServiceNow
- API: Catalog and Flow Designer — automates request catalog items for new archiving project initiation.

Benefits

4.1. Automates repetitive onboarding for consistency and speed.
4.2. Eliminates manual templating errors, improving compliance.
4.3. Automator ensures project artifacts, folders, and documentation are always created and categorized.
4.4. Increases project readiness, accelerates client delivery, and ensures automatable best practice adherence.
4.5. Automatedly triggers notifications, reducing risk of missed steps in archive-based professional onboarding.
4.6. Integrates automating archiving set-up with existing software, leveraging automation for unified records and collaboration.