What does this Calendly automation do?
A booking for your onboarding event type creates the full client project from a standard template.
What can you do with it?
- Create the project before kickoff
- Use the same onboarding checklist
- Link the booking to the work it starts
The Steps
This automation runs in 2 steps:
- When Calendly — Event Scheduled for an Event Type
- Then Taskade — Create Project From Template
Who is this automation for?
Built for service teams that begin work with a kickoff call. A booking for your onboarding event type creates the full client project from a standard template.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Event Scheduled for an Event Type" from Calendly.
- Add the action "Create Project From Template" from Taskade.
- Connect your Calendly 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.