AI Agent for Client Project Setup
Launch Your Client Projects Perfectly, Every Time
A new client just said “yes” in an email, and now your project is already set up and ready to go. Assista’s AI agents work with Gmail and Asana to automatically translate a confirmation email into a fully provisioned project, giving you more time to focus on delivering a great client experience.
For busy agencies, consultants, and freelancers, the moments after a client's approval are critical but often bogged down by manual admin work. Creating a new project in Asana, adding the right tasks from a template, and assigning them to your team is a repetitive process that delays the real start of the work.
Automate Your Client Project Setup Without Writing Code
With Assista, you can build powerful project setup automations in minutes using simple, natural language. You don’t need any technical expertise. Just tell your AI agent how you want to onboard new clients, and it will connect Gmail and Asana to create powerful, automated workflows.
Why Should You Automate Client Project Setup with Assista?
- Create New Projects Instantly: Your AI agent can monitor your Gmail inbox for specific confirmation emails, like a signed proposal or a "let's get started" message. It can then automatically create a new project in Asana, ensuring no time is wasted kicking things off.
- Build Out Your Project with Standard Tasks: Eliminate the manual work of adding the same tasks for every new project. Your agent can be configured to automatically populate the new Asana project with a standard set of onboarding tasks, ensuring your process is consistent and complete.
- Connect Your Entire Client Onboarding Workflow: Assista acts as the bridge between your client communication and your project management. You can create workflows where a confirmation email from a client in Gmail creates a new project in Asana and also saves any attachments to a specific folder in Google Drive.
Ready to build a faster, more consistent client onboarding process? Getting started is simpler than you think. We have prepared several ready-to-use automations designed specifically for creating and setting up new Asana projects directly from your confirmation emails in Gmail.
Templates with this integration
Search my Gmail for emails with the label '[New Project]' from the last 24 hours. For each email, create a new project in Asana using the email's subject as the project name.
Search my 'Sent' mail in Gmail for emails with the subject 'Project Confirmed' from the last 24 hours. For each, find the corresponding project in Asana and add a comment with the body of the email for record-keeping.
In the '[New Client Projects]' Asana project, find all tasks created in the last 24 hours that are unassigned. For each task, assign it to '[project-manager@email.com]' and set the due date for 2 days from now.
Scan my Gmail for unread emails from the last 24 hours with the subject line containing '[New Client Inquiry]'. For each, create a new task in the '[Sales Pipeline]' Asana project to 'Follow up with [Sender Name]'.
Find all new projects created in Asana in the last 24 hours. For each new project, create the following tasks inside it: '[Schedule Kick-off Call]', '[Send Welcome Packet]', and '[Internal Project Brief]'.
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