Project Management and Client OnboardingPurpose
1.2. Automates approval routing, due date reminders, document sharing, and follow-ups, streamlining design practitioner onboarding processes.
1.3. Enables automated delivery of custom checklists tailored by project type, size, or client requirements, enhancing project transparency and efficiency.
1.4. Automates audit tracking, recording all checklist completions and responses for compliance and review.
1.5. Supports automated escalation to stakeholders if a checklist is incomplete after a set period.
Trigger Conditions
2.2. Manual or automated status change, such as project moving to "kickoff" phase.
2.3. Receipt of a signed contract or automated approval by client via e-signature tool.
2.4. Automated form submission or intake by sales or intake teams.
2.5. Workflow automation on a calendar event scheduled for project start.
Platform Variants
• Feature: Incoming Webhooks or Slack API chat.postMessage
• Setting: Automate sending checklist as a message to project channels.
3.2. Microsoft Teams
• Feature: Graph API / Send message to channel
• Setting: Automator posts checklist automatically in relevant team/channel.
3.3. Asana
• Feature: Tasks/Projects API
• Setting: Automates new checklist task creation for each team member in a project.
3.4. Monday.com
• Feature: Items API
• Setting: Automates checklist board population and status reminders.
3.5. Trello
• Feature: Card/Checklist API
• Setting: Automation creates a checklist on a new card per kickoff event.
3.6. ClickUp
• Feature: Tasks API
• Setting: Automatedly adds kickoff checklist as subtasks to every new project.
3.7. Salesforce
• Feature: Workflow Rules / Process Builder
• Setting: Automates checklist email/send on project object creation.
3.8. HubSpot
• Feature: Workflows / Custom Properties
• Setting: Automates checklist email on deal stage change to "Kickoff."
3.9. Notion
• Feature: Database API
• Setting: Automates checklist page creation for project initiation.
3.10. Google Workspace
• Feature: Google Sheets API, Gmail API
• Setting: Automates spreadsheet checklist and email notifications to teams.
3.11. Microsoft Outlook
• Feature: Outlook Calendar API
• Setting: Automated calendar invite with attached checklist.
3.12. DocuSign
• Feature: Connect/Envelope Events
• Setting: Automates checklist distribution post-signature completion.
3.13. Dropbox
• Feature: File Upload API
• Setting: Automates upload of checklist PDFs for project folders.
3.14. Box
• Feature: File Request and Sharing Links
• Setting: Automates checklist file sharing to clients and teams.
3.15. Airtable
• Feature: Records API
• Setting: Automates checklist record creation and sharing.
3.16. Jira
• Feature: Issue Creation API
• Setting: Auto-creates kickoff issues with integrated checklist items.
3.17. ServiceNow
• Feature: Flow Designer/REST API
• Setting: Automates task assignment for each checklist item.
3.18. Zendesk
• Feature: Triggers/Automations
• Setting: Auto-sends checklist via ticket update or comment.
3.19. Twilio SMS
• Feature: Programmable Messaging API
• Setting: Automates SMS reminders for checklist completion.
3.20. SendGrid
• Feature: Mail Send API
• Setting: Automates checklist email to all stakeholders.
3.21. Smartsheet
• Feature: Row API
• Setting: Automatically logs and updates checklist status rows per project.
3.22. Zoho CRM
• Feature: Workflow Rules
• Setting: Automates checklist alerts on deal or project record change.
Benefits
4.2. Accelerates project starts by automating immediate and consistent checklist delivery.
4.3. Ensures accountability with automated status tracking and reminders.
4.4. Boosts compliance through automated audit trails and escalations.
4.5. Saves time for design practitioners by automating repetitive onboarding tasks.
4.6. Supports scaling of professional services with automation of routine project management communications.