About This Automation
Deliverable production at management consultancies involves manually gathering project data, populating templates, and coordinating multi-stage reviews across dispersed team members. Manual coordination creates delays, version confusion, and incomplete approval trails.
Automation extracts project data directly into templates, manages the entire review workflow with clear tracking, and consolidates feedback from all reviewers in one place. Deliverables move from draft to approval in days instead of weeks.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Workflow is triggered when a project status changes to 'Ready for Deliverable'. The automation captures the project ID, client name, and key metadata.
The automation retrieves all relevant project information, client details, findings, and metrics using the project ID. This data is stored as variables for template population.
Based on the project type, the automation selects the appropriate template from the shared drive and populates it with the fetched project data, client name, dates, and findings. Formatting is applied automatically.
The populated document is saved as a new draft and shared with the assigned reviewers (project lead, QA, partner) with edit permissions and a comment notification.
A message is sent to each reviewer with a direct link to the document, the review deadline, and a clear request for feedback. The message includes the project name and deliverable type.
The automation monitors the comments for 48 hours, collects all reviewer feedback, and consolidates it into a summary. Conflicting comments are flagged for the consultant to resolve manually.
Once feedback is consolidated and the consultant has made updates, the automation sends a follow-up message to each reviewer requesting explicit approval. Reviewers respond with a thumbs-up emoji or approval comment.
Once all reviewers have approved, the automation logs the approval timestamp, reviewer names, and document link. The final document is moved to the archive folder and the project status is updated to 'Deliverable Complete'.
Most popular tool stack used
— the complete tool combinations companies use
HubSpot
Google Docs
Slack
Airtable
Google Sheets
Google DriveWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
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Frequently asked questions
Everything you need to know before mapping this process.
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