Automated project setup and team assignment

Purpose

1.1. Automate the end-to-end setup of new engineering consulting projects, including folder creation, document templates, permissions, and automated team assignment based on skillsets, availability, or past project data.
1.2. Automate intake from CRM, client portal, or email to trigger structured, standardized project environments, reducing manual administrative tasks.
1.3. Automates compliance with process protocols by auto-applying checklists, Gantt charts, and deliverable tracking in real-time for project management consistency.

Trigger Conditions

2.1. New project opportunity marked as closed-won in CRM (Salesforce → "Opportunity.Stage = Closed Won").
2.2. Project intake form submission (Typeform/Google Forms → Form Response Received).
2.3. Project request email with defined subject/pattern received (Outlook/Gmail → Email Filtered & Received).
2.4. Direct client portal project request (Webhooks/API event fired on submission).
2.5. Scheduled workflow (weekly intake, e.g., Monday.com recurring automations).
2.6. Manual trigger in management dashboard (Notion/Button click, Airtable/Button press).

Platform variants

3.1. Salesforce
• API: `/services/data/vXX.X/sobjects/Opportunity` — set up trigger for “Closed Won” opportunities, automate project record creation.
3.2. Monday.com
• Automation: “When item is created → create board” — automates new board and team assignment.
3.3. Asana
• API: `/projects` endpoint — automate project creation and assign pre-configured teams and tasks by template.
3.4. Jira
• REST API: `/rest/api/3/project` — automate new project setup, assign engineering teams based on labels.
3.5. Trello
• API: `POST /1/boards/` — automate new board based on project data, auto-invite team per project type.
3.6. Azure DevOps
• API: `/projects?api-version=6.0` — automates project structure and mapped engineering roles.
3.7. Google Workspace
• Drive API: `/drives` — automate folder and permissions, auto-share kickoff material with assigned team.
3.8. Slack
• Conversations API: `conversations.create` — automates new project channels, add users by email/role.
3.9. Microsoft Teams
• Graph API: `/teams` — auto-create team, assign members, pin project files.
3.10. Notion
• API: `/v1/pages` — automates new project workspace/template and member page assignments.
3.11. Airtable
• API: `createRecord` — automate base and table for project, automate linked team field updates.
3.12. Basecamp
• “Create a new project” endpoint — automated templates and team invitations.
3.13. ClickUp
• API: `/api/v2/team/{team_id}/space/` — automatedly create spaces, docs, and assign users by skill.
3.14. Smartsheet
• API: `/sheets` — automate project sheet, assign rows to team, set reminders.
3.15. Zapier
• Workflow “New row in Sheet → Create Project” — automates cross-platform integration on new entry.
3.16. DocuSign
• Envelope API: `POST /v2.1/accounts/{accountId}/envelopes` — automate NDA paperwork for project kick-off.
3.17. HubSpot
• Workflow API: `/crm/v3/objects/deals` — automate trigger for consulting project; notify and assign teams.
3.18. BambooHR
• API: `/api/gateway.php/{company}/v1/employees/directory` — automate team lookup, assign members based on role.
3.19. GitHub
• API: `/orgs/{org}/repos` — automate repo creation, assign project engineers as collaborators.
3.20. Box
• API: `/folders` — automate folder setup and group permissions based on project.

Benefits

4.1. Reduces admin workload by automatedly orchestrating setup, permissions, and team assignment.
4.2. Automates project compliance via consistent templates and documentation.
4.3. Accelerates project kickoff and onboarding, improving client satisfaction.
4.4. Removes manual error risk with standardized automation across platforms.
4.5. Enables real-time visibility for stakeholders via automated notifications and team allocation.
4.6. Streamlines resource utilization by automated skill-matching and workload balancing.