Cut new client project setup from 45 minutes to 5 minutes and save 4 hours/week across your team.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
When a new client fills out your onboarding form in Tally, a project and task list automatically appear in your project management tool. Your team knows exactly what to do next without a kickoff meeting or manual setup.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build your client intake form in Tally with fields like project name, deadline, and scope
Step 2: In Asana, create a project template with your standard task list
Step 3: Open Zapier and set Tally 'New Submission' as the trigger
Step 4: Set Asana as the action — choose 'Create Project from Template'
Step 5: Map Tally fields (client name, deadline) to the Asana project fields
Step 6: Add a second Asana action step to assign the first task to a team member, then test and activate
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See PlansAsana is a work management platform for planning, organizing, and tracking projects. It offers list, board, timeline, and calendar views. Used by 85% of Fortune 100 companies, its free and Starter tiers make it accessible to small businesses. Asana connects individual tasks to company goals. The workflow builder automates repetitive processes without code. Asana AI and AI Studio are available on Starter plans and above. With 100+ integrations including Slack, Google Drive, Salesforce, and Microsoft Teams, it fits most tool stacks.
