Client type: Small agency with recurring onboarding friction.
Problem: Each new client required manual folder setup, task lists, and repeated “where is X?” emails.
Automation architecture
- Trigger: proposal accepted / first invoice paid
- Actions: create Drive folder structure, seed project board, send welcome email, notify internal channel
- Guardrails: idempotent creation (safe to re-run), consistent naming, central links
Implementation notes
- Use a single client slug as the key across all systems.
- Generate “one link” message to reduce cognitive load.