Use case

Client intake automation

Combine forms, emails, notes, and attachments before the PM opens Asana.

Process 10 HandoffsSee workflow
Before / After

What changes for your team

  • Before: PMs manually stitch intake from scattered sources.
  • After: One reviewable packet with owners and gaps.
  • Output: Brief, gap list, tasks, reply draft
Sample output
Project summary + missing materials
    Internal tasks with suggested owners
    Reply draft (review before send)
    Export-ready for Notion / Asana

Related workflows

Meeting notesGap checksEmail to brief
Start with real data

Process 10 historical client handoffs—free.

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