Create client onboarding projects, contracts and Slack channels from form data
Receive Client Form
Create Slack Channel
slack
Create Asana Project
asana
Get Template Sections
Split Sections
splitOut
Create Section in New Project
Loop Through Sections
noOp
Get Tasks from Template Section
asana
Add Task to New Project
asana
Send Welcome Email with Contract
gmail
Wait for All Tasks
aggregate
Parse Client Data
Get Contract Template
googleDocs
Populate Contract with Client Data
googleDocs
Download Contract as PDF
googleDrive
Reset Template to Blanks
googleDocs
Log to Tracking Sheet
googleSheets
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.