Click ➕ Add Step and choose the Create Project action. Type in the desired Title of the project. Type in the desired Content within the new project. Choose a default view (optional) for the project. If it is left blank, it will be list view. Finish the automation or add more steps for further processing.

Create Project

Updated 2026-04-07·3 min read

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Overview

The Create Project action lets you quickly generate new projects within automation runs. Pair with Project Template to keep them on-brand, and an Ask Agent step to populate the new project with AI-generated tasks.

How to Use It

Click ➕ Add Step and choose the Create Project action.
Type in the desired Title of the project.
Type in the desired Content within the new project.
Choose a default view (optional) for the project. If it is left blank, it will be list view.
Finish the automation or add more steps for further processing.

Create Project (Settings)

Connector options give you full control over the Create Project automation:

🏷️ Field	🔤 Description
Title	Enter the Title you want the newly created project to have.
Content	Enter the Content you want the newly created project to contain.
Default View	Choose the default view you would like the project to have. If left blank it will be a project in the List View.

Create Project Use Cases

Not sure how to use the Create Project action? Here are a few ideas:

🪄 Use case	🔤 Description
Client onboarding	Create a project every time a new client emails you. Track client information and ensure all necessary documentation is completed, reducing onboarding time.
Blog post creation	Use Create Project to automatically document an AI agent's generated blog post for further refinement by your editorial team.
Weekly meetings	Set up an interval to create a project for your team's weekly meetings automatically, pre-loaded with an agenda template.
Research compilation	After a Search Web or Scrape Webpage action, store the gathered data in a new project for team review.
Incident reports	When a monitoring alert fires, automatically create an incident project with the alert details, assignees, and a response checklist.

Tips

Dynamic titles — Use the @ reference to insert data from previous steps into the project title. For example, include a client name or date so each project is uniquely identifiable.
Set a default view — Choose Board, Calendar, or any of the 8 available project views to match the workflow the project is designed for.
Pair with templates — For more complex project structures, consider the Project Template action instead, which creates a project from a predefined template with tasks, assignees, and due dates already set up.