OperationsAgency starter
Project kickoff kit
A Trello card, a Drive doc and a Zoom call for a new client in one message. Free to use and change.
The command
“When I message my Telegram bot 'kickoff' with a client name, create a Trello card on my Projects board, create a kickoff notes document in Google Drive, schedule a Zoom meeting for next Monday at 10am, and reply with all three links.”
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
New booking welcome flow
Welcome email, CRM contact and a Slack heads-up for every new call.
New contact research brief
A short company brief on Telegram before you reply to a new sender.
Friday weekly wrap-up
A client-ready summary of the ClickUp tasks finished this week.
Overdue invoice reminders
Monthly reminders for past-due Stripe invoices, with the total in Slack.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.