What does this Google Forms automation do?
A completed intake form creates the full client project from your template.
What can you do with it?
- Start every client the same way
- Skip the manual project setup after intake
- Have the checklist ready before the kickoff call
The Steps
This automation runs in 2 steps:
- When Google Forms — New Response
- Then Taskade — Create from a template
Who is this automation for?
Built for agencies and consultancies. A completed intake form creates the full client project from your template.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Response" from Google Forms.
- Add the action "Create from a template" from Taskade.
- Connect your Google Forms 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.