What does this automation do?
A new brief is read and a full project opens from your template, so the kickoff starts with its checklist already in place.
What can you do with it?
- Go from brief to kickoff without a setup meeting
- Use the same project shape for every engagement
- Keep the brief linked from the work it produced
The Steps
This automation runs in 3 steps:
- When Google Docs — New Document
- Then Google Docs — Read Document
- Then Taskade — Create from a template
Who is this automation for?
Built for agencies and studios whose work starts with a written brief. A new brief is read and a full project opens from your template, so the kickoff starts with its checklist already in place.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Document" from Google Docs.
- Add the action "Read Document" from Google Docs.
- Add the action "Create from a template" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.