Communication & CollaborationPurpose
1.2. Ensure every relevant stakeholder receives timely updates on project initiation, task assignments, approaching milestones, and deadlines.
1.3. Consolidate communication across multiple platforms (chat, email, SMS, task managers) for improved workflow visibility and reduced manual updates.
1.4. Support cross-team alignment and rapid action, minimizing the risk of missed deadlines or overlooked project launches.
Trigger Conditions
2.2. Project deadline is set, updated, or approaches a predefined threshold (e.g., 3 days remaining).
2.3. Task assigned or reassigned to a team member.
2.4. Client uploads brief or material related to a new campaign.
2.5. Change in project status (e.g., from “in progress” to “review”).
2.6. Manual trigger by project manager for urgent notifications.
Platform Variants
• Feature/Setting: Slack API "chat.postMessage" or Incoming Webhooks to send formatted project notifications to channels or direct messages.
• Sample: Configure webhook URL to #project-updates, map project fields to JSON payload.
3.2. Microsoft Teams
• Feature/Setting: Teams Connector "Send message" action via Teams API or Power Automate connector.
• Sample: Connect to marketing team channel, push card notification for each project update.
3.3. Gmail
• Feature/Setting: Gmail API “Users.messages.send” to automate internal email blasts.
• Sample: Compose email body via template, trigger by project creation event.
3.4. Outlook
• Feature/Setting: Microsoft Graph API “sendMail” endpoint.
• Sample: Send to project owner, subject: "New Project/Upcoming Deadline".
3.5. Twilio SMS
• Feature/Setting: Twilio API “Messages” to send SMS alerts for high-priority deadlines.
• Sample: Configure messaging service, pass mobile numbers from CRM.
3.6. Asana
• Feature/Setting: Asana API “story” or webhook to post comment or alert to project task thread.
• Sample: Automatically comment “Deadline Change” when due date is updated.
3.7. Trello
• Feature/Setting: Trello API “createCard” or “addCommentToCard” to tag team on activity.
• Sample: Add checklist comment when new creative brief is uploaded.
3.8. Monday.com
• Feature/Setting: Monday.com API “create_update” to notify board subscribers.
• Sample: Push “URGENT” update when campaign launch deadline nears.
3.9. ClickUp
• Feature/Setting: ClickUp API “createTask”/“createComment” for notification entries.
• Sample: Alert assignees of new tasks inside project folder.
3.10. Notion
• Feature/Setting: Notion API “append block” to add notification section/page.
• Sample: Tag users in meeting notes when new project kicks off.
3.11. Basecamp
• Feature/Setting: Basecamp API “create_message” in Campfire group chat.
• Sample: Auto-send post to relevant “Client XYZ” chat room.
3.12. Zoho Cliq
• Feature/Setting: Zoho Cliq API “sendMessageToChannel” or direct user.
• Sample: Route client update to department-only channels.
3.13. Jira
• Feature/Setting: Jira REST API “issue/comment” to notify dev/creative leads.
• Sample: Set project watcher on all new campaign tickets.
3.14. Wrike
• Feature/Setting: Wrike API “comments” endpoint for real-time team pings.
• Sample: “@mention” for deadline reminders.
3.15. Google Chat
• Feature/Setting: Chat API webhooks to push cards/notices for “Upcoming Due Dates”.
• Sample: JSON bots notify project team room.
3.16. Discord
• Feature/Setting: Discord Webhook to notify #workflows channel.
• Sample: “@everyone Project XYZ deadline in 48 hours.”
3.17. Zendesk
• Feature/Setting: Zendesk API “create_ticket” to alert support of pending campaign requirements.
• Sample: Assign “URGENT: New Ad Campaign” tickets.
3.18. Salesforce
• Feature/Setting: Salesforce API “Chatter post” on record update or task creation.
• Sample: Auto post “New creative request” when lead status changes.
3.19. Intercom
• Feature/Setting: Intercom API “messages” to internal team inboxes when project needs action.
• Sample: Trigger message when client uploads marketing assets.
3.20. Workplace from Meta
• Feature/Setting: Workplace API “Post” in group for campaign/meeting notices.
• Sample: Auto share summary post in “Project Updates” group.
Benefits
4.2. Improves clarity and team responsiveness, minimizing back-and-forth clarification requests.
4.3. Customizes notification delivery for preferred channels to maximize message visibility.
4.4. Streamlines communication workload, freeing staff for high-value creative work.
4.5. Centralizes project awareness, driving accountability and cross-functional alignment.