Cut project setup time from 20 minutes to zero and start new client work same day, every time.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
When a new client fills out your intake form, the details automatically create a new project or task in your project management tool. Your team sees the work right away without you forwarding emails or retyping info. This cuts the gap between 'client signed up' and 'work started' down to minutes.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build your client intake form in Google Forms with fields like project name, deadline, and scope
Step 2: Make sure responses flow into a connected Google Sheet
Step 3: In Make or Zapier, set the trigger to 'New row in Google Sheets'
Step 4: Set the action to create a new task or project in Asana or ClickUp
Step 5: Map intake form fields to the right task fields (name, due date, description)
Step 6: Add a second action to notify your team in Slack about the new project
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Asana 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.
