Client Onboarding & Project InitiationPurpose
1.2. Automate insertion of predefined tasks, deliverables, milestones, and compliance checks into project management systems.
1.3. Eliminate manual interventions to increase compliance, accuracy, and speed for archiving-specific procedures and client requirements.
1.4. Automator creates an auditable, automated process trail ensuring every client project starts with correct and current checklist content.
Trigger Conditions
2.2. Automation set off by a change in client status (e.g., "Onboarded" or "Active").
2.3. Automatedly, triggers based on certain metadata/fields filled during contract execution (e.g., archiving type, compliance annotations).
2.4. Scheduled automation for checklist updates at predetermined intervals or milestones.
Platform Variants
- Feature/Setting: Process Builder/Flow automation; set flows to insert checklist records upon new Project/Opportunity creation.
3.2 Microsoft Power Automate
- Feature/Setting: Use "When a record is created" in Dataverse; configure to push checklist templates into SharePoint or Teams Planner.
3.3 Monday.com
- Feature/Setting: Automations > "When item created, create sub-items from template"; map standard checklist.
3.4 Asana
- Feature/Setting: Use “Custom Rules” to automate checklist tasks in newly created projects via Asana API endpoint: `/projects/{project_gid}/tasks`.
3.5 Smartsheet
- Feature/Setting: “Bridge” workflows; configure “row created” automator with a standard checklist template.
3.6 Trello
- Feature/Setting: Butler Automation; set on new card event to add checklist via API (`/1/cards/[card_id]/checklists`).
3.7 Jira
- Feature/Setting: Automation for Jira; "Issue Created" automation to add subtasks/checklists to new tickets.
3.8 ClickUp
- Feature/Setting: “Templates” + Automations; automate task template insertion on list creation.
3.9 Google Workspace (Google Sheets)
- Feature/Setting: Apps Script/Triggers; automate with “onEdit” or “onFormSubmit” to populate predefined checklist rows.
3.10 Airtable
- Feature/Setting: Automations > "When record is created” in base; use script to append checklist.
3.11 Wrike
- Feature/Setting: Blueprints; automation to launch checklist when new project/space is spun up.
3.12 Notion
- Feature/Setting: API integration or built-in templates; add checklist database items via integration workflow.
3.13 Zoho Projects
- Feature/Setting: Blueprint + automation rules; trigger checklist task insertion on new project event.
3.14 Podio
- Feature/Setting: Workflow Automation (Globiflow); automate checklist items when new item in “Projects” app.
3.15 ServiceNow
- Feature/Setting: Flow Designer; automate “Checklist” table population as soon as “Incident/Project” record created.
3.16 SAP Business ByDesign
- Feature/Setting: Workflow Rules; configure to automate task/checklist object addition when project starts.
3.17 Workfront (Adobe)
- Feature/Setting: Automated Project Templates; apply default checklist on project instantiation.
3.18 Basecamp
- Feature/Setting: “Project Templates”; automatedly add to-do lists on new project creation.
3.19 Slack
- Feature/Setting: Workflow Builder; trigger posting checklist to relevant channel on client onboarding workflow.
3.20 HubSpot
- Feature/Setting: Workflows; automate creation of checklist tasks upon new deal moving to onboarding stage.
Benefits
4.2. Automating checklists creates consistency and repeatability across all client projects.
4.3. Automated population ensures compliance with archiving policies and industry requirements.
4.4. Automation provides instant project initiation readiness, boosting onboarding experience.
4.5. Checklist automator simplifies employee training and auditing by standardizing processes.
4.6. Automate archival processes and project checkpoints promote higher quality deliverables.
4.7. Automated updates mean checklists remain current and centralised for distributed teams.