What does this Google Sheets automation do?
A new row spins up a full project from a template, so a new client or job starts with its checklist ready.
What can you do with it?
- Start every engagement from the same checklist
- Stop rebuilding the same project by hand
- Keep the sheet as the intake and the project as the work
The Steps
This automation runs in 2 steps:
- When Google Sheets — New Row
- Then Taskade — Create Project From Template
Who is this automation for?
Built for agencies and service businesses. A new row spins up a full project from a template, so a new client or job starts with its checklist ready.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Row" from Google Sheets.
- Add the action "Create Project From Template" from Taskade.
- Connect your Google Sheets 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.