OperationsAccountant & bookkeeper
New client onboarding
A paid onboarding creates the Asana tasks, a welcome email and a client record. Free to use and change.
The command
“When a Stripe payment for onboarding succeeds, create an Asana task for each onboarding step for the new client, email them a welcome and document checklist from Gmail, and add them to my Airtable clients table.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
Receipt catcher
Receipts by email logged with vendor, amount and VAT, and filed in Dropbox.Month-end document chase
A request for statements and receipts drafted for every client.
Tax deadline reminders
Filings due in two weeks become Todoist tasks and a team list.
Client question triage
Client emails tagged tax, payroll or bookkeeping and turned into tasks.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.