Client onboarding at design studios involves manually collecting project information, copying data across multiple systems, and drafting briefs. This repetitive work delays project kickoff and introduces errors.
Automation captures intake data once, validates it for completeness, and synchronizes client records across the CRM, document storage, and project management tools. The design team receives a ready-to-use brief within hours instead of days.
The full workflow, from trigger to completion.
A new client completes the intake form and submits it. The automation is triggered immediately.
The automation reviews the submitted form data to ensure all required fields are filled and the brief is actionable. If any critical field is missing, the automation flags it for manual review.
The automation creates a new contact record with client name, email, phone, and company, then creates a linked deal record with project scope and budget.
A formatted project brief is automatically generated using a template, populated with all form data, client preferences, and timeline.
A new project is automatically created with the brief as the project description and initial design tasks assigned to the team lead.
A message is sent to the design team channel with the client name, project link, and a summary of key deliverables and deadlines.
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Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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