Overview
The Create Project action lets you quickly generate new projects within automation runs.
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. This helps to streamline the client onboarding process. This includes tracking client information and ensuring all necessary documentation is completed, enhancing the client experience and reducing onboarding time. |
| Blog Post Creation | Use Create Project to help automatically document an AI agent's created blog post for further refinement. |
| Weekly Meetings | Set up an interval to Create a Project for your team's weekly meetings automatically. |