What Is Project Template Automation?
The Project Template automation is a connector that allows you to create new projects from custom or pre-defined templates as part of your automation workflow. Instead of manually duplicating project structures every time you onboard a new client, kick off a sprint, or launch a campaign, this action does it for you automatically.
Templates capture your best-practice project layouts — task hierarchies, descriptions, assignees, due-date offsets, and custom fields. When the automation fires, a fresh copy of the template is created in your workspace, ready for your team to start working.
Project From Template Triggers & Actions
Here are the triggers & actions you can use in your workflows:
| Action | Description |
|---|---|
| Create a Project from Template | Create a new project from a custom or pre-defined template in the workspace. |
You can pair this action with any available trigger. For example, combine it with the Webhook trigger so an external event (a new deal in your CRM, a form submission, or an incoming email) automatically spins up a fully structured project.
Project Template Automation Settings
Connector options give you full control over the Project Template automation:
| Field | Description |
|---|---|
| TEMPLATE | Choose the template you want to use to create the new project. |
| TITLE | Type a title for the new project. You can type the title directly or click ➕/type "@" to insert data dynamically. |
Use Cases
Not sure how to use the Project Template action? Here are a few ideas:
| Use Case | Description |
|---|---|
| Client onboarding | Automatically create a structured onboarding project every time a new client signs up, complete with checklists and milestones. |
| Sprint planning | Trigger a new sprint project from a template at the start of each cycle, pre-loaded with recurring tasks and assignees. |
| Campaign launches | Spin up a marketing campaign project with predefined channels, deliverables, and deadlines whenever a campaign is approved. |
| Employee onboarding | Generate a new-hire checklist project for HR, IT setup, and team introductions as soon as a hire is confirmed. |
💡 Tip: Combine the Project Template action with the Agent action to have an AI agent populate the newly created project with context-specific content.
Related guides
- Create Project — Blank project without a template
- Add Task — Add tasks to the templated project
- Form Trigger — Common entry point for template spawns
- Agent Action — AI-populate the template
- Use Templates — How to create templates in the first place