Brief form
A structured form that asks for goals, audience, deadlines and references, so the brief is complete the first time.
All sample projects
Sample projectCreative agency
Client onboarding for a creative studio, without the back-and-forth
A small design studio wanted every new client to start the same way: a brief, a project board, a shared folder and a kickoff call.
An illustrative project showing how we would connect these tools. Names are fictional.
The challenge
Where the time was going
- Briefs arrived in different formats, and key details were often missing.
- Each project board was built from scratch, so no two were alike.
- Status updates to clients were written by hand every week.
The goal
A standard onboarding that collects the brief, prepares the board and folder, and keeps clients informed.
How it flows
From the first trigger to the last step
Each step hands over to the next with no copy and paste in between.
- 1Brief submittedTypeform
- 2Board createdmonday.com
- 3Docs preparedNotion
- 4Kickoff bookedCalendly
What we built
The pieces of the setup
Project template
A monday.com board with phases, review rounds and approval steps, created from each brief.
Client workspace
A Notion page and a shared folder per client, linked from the board.
Weekly update
A short status email to each client, built from the board every Friday.
Automations
What runs on its own
4 automations, each one a simple "when this happens, do that".
| # | When | Then |
|---|---|---|
| 1 | A brief is submitted | A project board is created from the template with the brief attached. |
| 2 | The board is created | A Notion workspace page is made and the kickoff link is sent to the client. |
| 3 | The client books the kickoff | The date is added to the board and the team is notified. |
| 4 | It is Friday afternoon | A status email is drafted for each active project. |
- Automation 1
When
A brief is submitted
Then
A project board is created from the template with the brief attached.
- Automation 2
When
The board is created
Then
A Notion workspace page is made and the kickoff link is sent to the client.
- Automation 3
When
The client books the kickoff
Then
The date is added to the board and the team is notified.
- Automation 4
When
It is Friday afternoon
Then
A status email is drafted for each active project.
Day to day
What changes day to day
New clients feel a clear, repeatable start.
The team spends time on design instead of set-up.
Clients get updates without asking.
Related services
How we would deliver this
A project like this uses the services below.
More sample projects
Keep exploring
Other illustrative projects. Names are fictional.
Free workflow audit
Audit your business workflow
Tell us how your team works today. We'll review your tools and processes, then send you a short, practical plan to connect them.
- A map of your current workflowWhere data lives and where it gets stuck.
- Prioritized quick winsWhat to automate first for the biggest time savings.
- A connection planWhich tools to link, and how.
We reply within 1 working day. No sales pressure.