What does this Cal.com automation do?
A new kickoff booking creates the client project from your onboarding template.
What can you do with it?
- Have the project ready before kickoff
- Use the same onboarding checklist
- Link the booking to the work it starts
The Steps
This automation runs in 2 steps:
- When Cal.com: Booking Created
- Then Taskade: Create from a template
Who is this automation for?
Built for service teams that start work with a kickoff call. A new kickoff booking creates the client project from your onboarding template.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Booking Created" from Cal.com.
- Add the action "Create from a template" from Taskade.
- Connect your Cal.com account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.