Create a New Project When Calendly Event Is Scheduled

What Can You Do With This Automation?

Automating the creation of new projects from Calendly events streamlines your workflow, bridges the gap between scheduling and action, and maximizes efficiency. Here’s how it enhances your project management and team collaboration:

• Instant Project Creation: As soon as a Calendly event is scheduled, a new project is automatically generated, ready for your team to jump in.
• Customizable Templates: Use predefined or custom templates to ensure that every new project fits your workflow and meets your standards from the get-go.
• Task Assignment: Automatically assign tasks to team members based on the type of Calendly event scheduled, ensuring the right people are on the right projects.
• Seamless Integrations: Connect with other tools and platforms your team uses, making sure all relevant information from the Calendly event is imported into the project.
• Notification and Reminders: Keep everyone informed with automatic notifications and reminders about the new project, ensuring everyone is aligned and on track from the start.

Use Cases For Creating a New Project When a Calendly Event Is Scheduled

This automation can revolutionize various aspects of business operations, from client onboarding to internal project management. Here are some potential use cases highlighting its versatility:

• Client Onboarding: For businesses that utilize Calendly to schedule introductory calls with new clients, this automation can create a dedicated project for each client, compiling all necessary tasks and documents needed for a smooth onboarding process.
• Content Creation: Media and content production teams can set up projects for each scheduled interview or content brainstorming session through Calendly. This ensures that all preparatory tasks, post-production work, and deadlines are organized from the moment a session is booked.
• Event Planning: Event organizers scheduling sessions with speakers, vendors, or team meetings through Calendly can have projects automatically created for each event. This can organize tasks like venue booking, speaker preparation, and marketing timelines.
• Software Development: Tech teams can leverage this automation for sprint planning meetings scheduled via Calendly. Once a planning session is booked, a new project for the sprint can be automatically created, with tasks for development, testing, and review set up in advance.
• Consultation Services: Consultants scheduling sessions with clients can have a new project created for each consultation, allowing for detailed note-taking, follow-up actions, and document storage specific to each client session, ensuring personalized and efficient service.

These use cases demonstrate the automation’s potential to save time, reduce manual errors, and enhance organizational efficiency across various industries and functions.

How To Use This Form Automation

Here’s how to set up your first Taskade Automation:

1. Go to the Automations tab in your workspace or folder.
2. Click ➕ Add automation
3. Click ➕ Add Trigger and choose a trigger from the drop-down list.
4. Specify the conditions for the trigger on the right.
5. Click Save Changes in the top-right corner.