The moment it happens

Set up onboarding tasks for every new client

When a client signs up, their onboarding checklist appears in your sheet with owners, and the team is told in Slack.

Runs: The moment it happens
Apps: Google Sheets, Slack
AI: Yes, uses the built-in AI allowance
Access: Sheets read+write; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: give me a link my intake form can send new clients to. Create an onboarding task list with owners, add it to my Tasks sheet and post a summary to #delivery.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A web agency signs a new client on Monday and the project manager spends the next hour turning the intake form into a task list: collect brand assets, set up hosting, schedule the kickoff, audit existing pages, request analytics access. The list differs for each client type, so templates only help a bit, and one forgotten item like DNS access can delay a launch by a week. The team learns about the new client when someone mentions it in the hallway.

The moment a new client's data arrives, ClickRuntime's built-in AI reads it, such as the package bought, the platform they use and the launch date, and writes an onboarding task list that fits. The tasks are added as rows to your sheet with owner and due date columns, and a summary is posted to the Slack channel for the team.

Agencies, consultancies, accounting firms and coaches use this for tailored onboarding.

What you get out of it

Onboarding tasks that fit the client
A shop on Shopify and a site on WordPress need different first steps. Generating the list from the client's answers means each plan reflects reality, and not a generic template that someone has to prune.
Easily forgotten steps get included
Items like domain access, tracking setup and approval contacts are the ones that cause late launches. Having them proposed every time catches the omissions a rushed manager would otherwise discover mid-project.
The whole team hears at once
A Slack post with the client name and the tasks means nobody learns about a new project secondhand. Designers and developers can see what is coming and start planning their own part straight away.
The first hour of project setup is saved
Turning an intake form into a plan used to take an hour per client. With a draft already in the sheet, the project manager reviews, adjusts owners and dates, and gets on with the kickoff.
Tasks live where the team already works
Rows in a Google Sheet can be filtered, assigned and ticked off without a new tool. The sheet becomes a live tracker for the engagement, from the first row through to delivery.

How it works

What happens, step by step

When a new client fills in your intake form, the details reach ClickRuntime straight away.
AI writes an onboarding checklist of 5 to 8 tasks, giving each one an owner from your team and a due date.
The tasks are added as rows in your Google Sheet.
A message appears in your #delivery Slack channel naming the new client and listing each task with its owner.

Before it runs live

Connect your Google Sheets account and pick the spreadsheets it may use
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Set up onboarding tasks for every new clientjust nowSucceeded

Slack · #delivery🆕 New client Northwind Traders: 6 onboarding tasks • Kickoff call → Alex • Brand asset audit → Sam

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Gmail
Combine it with other Google Sheets and Slack steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

client_intake_to_a_task_sheet_with_slack_assignment.pyexample

from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, ai, notify

SHEET_ID = "your-spreadsheet-id"
TEAM = "Sam (design), Priya (dev), Alex (account management)"

@on_event
def handle(event):
    client = event.json or {}
    tasks = ai.generate(f"New client: {client}\nTeam: {TEAM}", max_output_tokens=600,
                        system="Create an onboarding task list of 5-8 tasks with an owner from the team and due day offset.",
                        json_schema={"type": "object", "properties": {"tasks": {"type": "array", "items": {"type": "object",
                                     "properties": {"task": {"type": "string"}, "owner": {"type": "string"},
                                                    "due_in_days": {"type": "integer"}}}}}}).json["tasks"]
    rows = [[client.get("company", ""), t["task"], t["owner"], t["due_in_days"], "To do"] for t in tasks]
    sheets = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    sheets.spreadsheets().values().append(spreadsheetId=SHEET_ID, range="Tasks!A:E",
                                          valueInputOption="USER_ENTERED", body={"values": rows}).execute()
    notify.slack(f"🆕 New client {client.get('company')}: {len(tasks)} onboarding tasks\n" +
                 "\n".join(f"• {t['task']} → {t['owner']}" for t in tasks), channel="#delivery")
    return {"tasks": len(tasks)}

FAQ

Common questions

Can I give it a standard checklist to start from?

Yes. Provide your standard tasks and the AI adds, removes or rewords items depending on the client's answers. That keeps the essentials consistent while adapting to differences, such as a client with no existing website.

Who gets assigned each task?

You can list team roles and the kinds of tasks each one covers, and the AI suggests an owner for each row. The suggestion lands in the owner column, so the project manager can change it before work starts.

What if the client's answers are incomplete?

The AI works with what it receives and marks assumptions in the task text, for example confirm hosting provider. Missing answers often turn into tasks to collect the information, which is a sensible next step anyway.

What permissions does it need?

Sheets read+write; Slack chat:write. Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happensAI