Auto-creation of project and folder structure in project management systems

Purpose

1. The purpose is to automate the creation of pre-defined project and folder structures inside project management systems for new client onboarding, ensuring standardized setup and workflow consistency.

2. Automating this process minimizes manual errors, accelerates project kickoff for marketing consultancy teams, and ensures every client receives a uniform, systematic experience.

3. The automation adapts project templates uniquely per client type, industry, or campaign, enabling scalable onboarding and rapid delivery commencement.

4. Automated project setup ensures all necessary folders (Briefs, Campaigns, Assets, Reports) are generated instantly, mirroring best-practice marketing consulting operations.

Trigger Conditions

1. Submission of an onboarding form by sales or admin staff.

2. Completed payment in an invoicing or CRM system.

3. Signed service agreement captured digitally.

4. Receipt of a "new client" event from marketing or client portal.

5. Scheduled onboarding meeting booked via calendar tool.

Platform Variants

1. Asana

• Feature/Setting: Use Asana’s “Projects” API endpoint to automate creating a new project with custom sections, and “Tasks” API for folder-like structure using sections.
  
• Sample: Configure POST /projects and POST /tasks for automatic project and section setup.
  

2. Monday.com

• Feature/Setting: Automate via “Create board” and “Create group” API for folder structure and pre-populated templates.
  
• Sample: Use POST /boards and POST /groups with template IDs mapped to client types.
  

3. Trello

• Feature/Setting: Automate board and list generation via Trello REST API; automatedly label lists per client.
  
• Sample: POST to /1/boards and /1/lists with desired structure.
  

4. ClickUp

• Feature/Setting: Automate “Spaces” and “Folders” via ClickUp API using POST /team/{team_id}/space and POST /space/{space_id}/folder.
  

5. Notion

• Feature/Setting: Automate workspace and database creation via Notion API, configuring initial pages and properties.
  
• Sample: Use POST /v1/pages for folder “pages”.
  

6. Wrike

• Feature/Setting: Automator utilizes Wrike’s “Create Folder” and “Create Project” API APIs for hierarchical setup.
  

7. Basecamp

• Feature/Setting: Use Basecamp “Projects” API; create automated “Docs & Files” directories for assets, briefs, and feedback.
  

8. Smartsheet

• Feature/Setting: Use “Sheets” and “Folders” endpoints with template IDs; automates share settings per client.
  

9. Jira

• Feature/Setting: Automate “Project creation” API and “Board” templates, mapping sprints, tasks, and epics per folder.
  

10. Airtable

• Feature/Setting: Generates new bases using Airtable API, automates table and view structure based on consulting templates.
  

11. Teamwork

• Feature/Setting: Use Teamwork’s “Projects” and “Task Lists” APIs for recurring client onboarding lists and file folders.
  

12. Proofhub

• Feature/Setting: API automates project creation and task list/folder generation within workspace.
  

13. Microsoft Teams

• Feature/Setting: Automator employs “Create Team” and “Create Channel” Graph API for segregated folders (e.g., Campaigns, Feedback).
  

14. SharePoint

• Feature/Setting: Automated “Site” and “Document Library” provisioning via SharePoint REST API for each new client.
  

15. Google Drive

• Feature/Setting: Create new folders and set permissions via Drive API, mapping marketing documents/folders as needed.
  

16. Zoho Projects

• Feature/Setting: Automate project, milestone, and document folder creation using Zoho Projects API.
  

17. Bitrix24

• Feature/Setting: Triggers “Project” and “Task” automation via REST, including file workspace setup.
  

18. MeisterTask

• Feature/Setting: Automator automatically creates boards and sections with pre-defined templates upon onboarding.
  

19. Slack

• Feature/Setting: Automated “Channel” creation, mapped to project folders for communication and assets.
  

20. HighLevel

• Feature/Setting: API automation for Account and Pipeline creation with folders for marketing deliverables.
  

Benefits

1. Automation eliminates human error, standardizing client onboarding for marketing consultancy projects.

2. Automated setup saves hours per client, enabling rapid kickoffs and improved resource allocation.

3. Automator ensures repeatable folder structures, enforcing workflow best practices at scale.

4. Automatedly documents every new client in a central system for compliance and auditing.

5. Automation supports consistent brand experience and client satisfaction.

6. Easily automatable, updates across teams with seamless integration between CRM, PM, and storage platforms.

7. Automating this flow enhances productivity, throughput, and the ability to handle a higher client volume.