What happens automatically the moment a new client project begins. Eight steps, zero manual setup.
01
New project kick-off
One trigger sets everything in motion. The moment a new project is logged, the full onboarding sequence fires automatically.
Trigger
02
Airtable project created
A structured project record is created in Airtable, your single source of truth for status, budget, team, and timeline.
Automated
03
Drive folder structure created
A complete, standardised folder tree is built in Google Drive for the client, ready for briefs, proposals, production files, and final masters.
Automated
04
Internal Slack channel created
A dedicated project channel spins up in Slack, the right team members are invited automatically, and a kickoff message is posted.
Automated
05
Brief summarised
A Managed Agent reads the incoming client brief and produces a clean, structured summary, so the team is aligned in seconds, not hours.
Anthropic Managed Agents
Generated from the brief
Quote drafted
Line-item quote built from the brief and your rate card.
Anthropic Managed Agents
Timing document
Gantt timeline mapped across the production stages.
Anthropic Managed Agents
Baseline tasks
Default task list created and assigned to the right team.
Automated
06
Assets shared to the project channel
Every asset, the brief summary, quote, timing document, and folder links, is posted automatically into the project's Slack channel.
Automated
07
Synced back to Airtable
Everything created above, the quote, timing document, tasks, folder links, and channel, is written back to the Airtable project record, keeping it the single source of truth for project management.
Automated
Client fully onboarded in minutes.Every project starts the same way: structured, organised, and ready to produce, with zero manual setup.