Operations

Auto-Create Project Tasks from Client Intake Form

Turn a client onboarding form into a fully structured project with milestones, owners, and a Slack kickoff.

Best forAgencyB2BSaaSServices

Agents11 required

Duration3-5 minutes

Reads a new client onboarding submission from your form's sheet, Airtable base, or CRM, distills it (plus any attached SOW) into a grounded project brief, and designs a milestone-and-task tree with proposed owners and real due dates. It stages the project for ClickUp, Asana, Linear, or Notion, spins up a dedicated Slack channel plan, and drafts the kickoff post. Nothing is created or sent until you approve, and every submission is deduped so re-runs never create a duplicate project.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Pull the intake submission(s) from the form's sheet, Airtable base, or CRM; run the idempotency dedupe-key check and the contact-suppression gate.

crm scanner

Fetch and distill any attached SOW/brief doc into sourced requirements feeding the same brief.

document summarizer

Classify each submission into a project template variant (web build, brand, retainer, audit).

triage router

Enrich the client company with sourced facts — what it does, size band, recent news/funding — dropping any unverifiable claim.

web researcher

Synthesize form fields plus enrichment into a structured brief with objective, scope, stakeholders, and explicit needs-clarification items.

project brief generator

Design the milestone-and-task tree with target dates from the requested start and tier duration; flag deadline collisions.

onboarding planner

Propose a suggested owner per task from the team roster or live PM-tool members, with rationale; tag unassignable tasks.

task router

Sequence dependencies and the critical path; assemble the full project package in-memory, staged for review.

workflow orchestrator

Draft the kickoff message in brand voice — internal and client-facing variants — naming milestones, owners, and next action.

message writer

Prepare the dedicated project channel plan (name, purpose, invites) and the kickoff post, wired but not executed until approval.

slack channel operations agent

Assemble the staged package — PM-tool create payload, Slack plan, optional client email — persist the dedupe key before any create is offered.

distributor

Required Agents

crm-scanner
document-summarizer
triage-router
web-researcher
project-brief-generator
onboarding-planner
task-router
workflow-orchestrator
message-writer
slack-channel-operations-agent
distributor

Connections

Required

asanagmailgoogle_sheetshubspotslack

Optional

hubspotairtablenotiongmaillinear

What it does

Parses intake form fields plus attached SOW/brief into a structured project brief
Designs milestones, phases, and tasks from your project templates
Proposes task owners and real calendar due dates
Creates the project in ClickUp, Asana, Linear, or Notion
Spins up a dedicated Slack channel and stages a kickoff post
Idempotency dedupe key so re-runs never duplicate a project
Suppression gate excludes opted-out contacts from client-facing messages
Sourced client enrichment with graceful degradation when connections are missing

Example prompt

A new client just filled out our onboarding form in the Google Sheet — turn their submission into an Asana project with milestones and owners, and draft a kickoff post for our delivery Slack.

Ready to deploy Auto-Create Project Tasks from Client Intake Form?

Start free. One click, full agent orchestration.

Get Started Free →

All Use Cases

Operations

Auto-Create Project Tasks from Client Intake Form

Turn a client onboarding form into a fully structured project with milestones, owners, and a Slack kickoff.

Best forAgencyB2BSaaSServices

Agents11 required

Duration3-5 minutes

How it runs

Multi-agent orchestration — here's the flow, step by step.

Pull the intake submission(s) from the form's sheet, Airtable base, or CRM; run the idempotency dedupe-key check and the contact-suppression gate.

crm scanner

Fetch and distill any attached SOW/brief doc into sourced requirements feeding the same brief.

document summarizer

Classify each submission into a project template variant (web build, brand, retainer, audit).

triage router

Enrich the client company with sourced facts — what it does, size band, recent news/funding — dropping any unverifiable claim.

web researcher

Synthesize form fields plus enrichment into a structured brief with objective, scope, stakeholders, and explicit needs-clarification items.

project brief generator

Design the milestone-and-task tree with target dates from the requested start and tier duration; flag deadline collisions.

onboarding planner

Propose a suggested owner per task from the team roster or live PM-tool members, with rationale; tag unassignable tasks.

task router

Sequence dependencies and the critical path; assemble the full project package in-memory, staged for review.

workflow orchestrator

Draft the kickoff message in brand voice — internal and client-facing variants — naming milestones, owners, and next action.

message writer

Prepare the dedicated project channel plan (name, purpose, invites) and the kickoff post, wired but not executed until approval.

slack channel operations agent

Assemble the staged package — PM-tool create payload, Slack plan, optional client email — persist the dedupe key before any create is offered.

distributor

Required Agents

crm-scanner
document-summarizer
triage-router
web-researcher
project-brief-generator
onboarding-planner
task-router
workflow-orchestrator
message-writer
slack-channel-operations-agent
distributor

Connections

Required

asanagmailgoogle_sheetshubspotslack

Optional

hubspotairtablenotiongmaillinear

What it does

Parses intake form fields plus attached SOW/brief into a structured project brief
Designs milestones, phases, and tasks from your project templates
Proposes task owners and real calendar due dates
Creates the project in ClickUp, Asana, Linear, or Notion
Spins up a dedicated Slack channel and stages a kickoff post
Idempotency dedupe key so re-runs never duplicate a project
Suppression gate excludes opted-out contacts from client-facing messages
Sourced client enrichment with graceful degradation when connections are missing

Example prompt

A new client just filled out our onboarding form in the Google Sheet — turn their submission into an Asana project with milestones and owners, and draft a kickoff post for our delivery Slack.

Ready to deploy Auto-Create Project Tasks from Client Intake Form?

Start free. One click, full agent orchestration.

Get Started Free →

All Use Cases

Operations

Auto-Create Project Tasks from Client Intake Form

Turn a client onboarding form into a fully structured project with milestones, owners, and a Slack kickoff.

Best forAgencyB2BSaaSServices

Agents11 required

Duration3-5 minutes

How it runs

Multi-agent orchestration — here's the flow, step by step.

Pull the intake submission(s) from the form's sheet, Airtable base, or CRM; run the idempotency dedupe-key check and the contact-suppression gate.

crm scanner

Fetch and distill any attached SOW/brief doc into sourced requirements feeding the same brief.

document summarizer

Classify each submission into a project template variant (web build, brand, retainer, audit).

triage router

Enrich the client company with sourced facts — what it does, size band, recent news/funding — dropping any unverifiable claim.

web researcher

Synthesize form fields plus enrichment into a structured brief with objective, scope, stakeholders, and explicit needs-clarification items.

project brief generator

Design the milestone-and-task tree with target dates from the requested start and tier duration; flag deadline collisions.

onboarding planner

Propose a suggested owner per task from the team roster or live PM-tool members, with rationale; tag unassignable tasks.

task router

Sequence dependencies and the critical path; assemble the full project package in-memory, staged for review.

workflow orchestrator

Draft the kickoff message in brand voice — internal and client-facing variants — naming milestones, owners, and next action.

message writer

Prepare the dedicated project channel plan (name, purpose, invites) and the kickoff post, wired but not executed until approval.

slack channel operations agent

Assemble the staged package — PM-tool create payload, Slack plan, optional client email — persist the dedupe key before any create is offered.

distributor

Required Agents

crm-scanner
document-summarizer
triage-router
web-researcher
project-brief-generator
onboarding-planner
task-router
workflow-orchestrator
message-writer
slack-channel-operations-agent
distributor

Connections

Required

asanagmailgoogle_sheetshubspotslack

Optional

hubspotairtablenotiongmaillinear

What it does

Parses intake form fields plus attached SOW/brief into a structured project brief
Designs milestones, phases, and tasks from your project templates
Proposes task owners and real calendar due dates
Creates the project in ClickUp, Asana, Linear, or Notion
Spins up a dedicated Slack channel and stages a kickoff post
Idempotency dedupe key so re-runs never duplicate a project
Suppression gate excludes opted-out contacts from client-facing messages
Sourced client enrichment with graceful degradation when connections are missing

Example prompt

A new client just filled out our onboarding form in the Google Sheet — turn their submission into an Asana project with milestones and owners, and draft a kickoff post for our delivery Slack.

Ready to deploy Auto-Create Project Tasks from Client Intake Form?

Start free. One click, full agent orchestration.

Get Started Free →