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The moment it happens

Set up an Asana project and Slack channel for each new client

When a new client comes in, they get an Asana project from your template and their own Slack channel, with links posted in #clients.

Runs
The moment it happens
Apps
Asana, Slack
AI
Not needed
Access
Asana write; channels:manage, chat:write

Send this to your assistant

Create a ClickRuntime automation: when my intake form posts a new client to this link, create an Asana project from my template, create a Slack channel for them, and post both links in #clients.

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

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

Why use it

Why teams use this automation

A design agency starts every client the same way: copy the onboarding project in Asana, rename it, create a Slack channel, invite the team and tell everyone. It takes twenty minutes when someone remembers, and when they do not, the first week of work happens in scattered DMs.

Doing all of it the moment the intake form is submitted means the project and channel are ready before the kickoff call, and every client starts with the same structure.

What you get out of it

  • Ready before the kickoff call

    The project and channel exist the moment the client is confirmed. The first conversation can happen in the right place from day one.

  • Every project starts from the template

    Tasks, sections and deadlines come from your standard onboarding template. Nothing is left out because someone copied an old project by hand.

  • Consistent channel names

    Channels follow one naming pattern, such as client-northwind. People can find any client's channel without asking.

  • One announcement with both links

    The post in #clients gives the team the project and channel together. Nobody has to hunt for where the new work lives.

How it works

What happens, step by step

  1. Your intake form or CRM tells ClickRuntime when a new client is confirmed.

  2. A new Asana project is created for them from your onboarding template.

  3. A Slack channel is created for the client using a consistent name.

  4. A message with links to the new project and channel is posted in your #clients channel.

Before it runs live

  • Connect Asana
  • 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 an Asana project and Slack channel for each new clientjust nowSucceeded
Slack · #clientsNew client Contoso Bakery. Asana: Contoso Bakery onboarding. Slack: #client-contoso-bakery

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
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Google Sheets
  • Combine it with other Asana 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.
new_client_asana_project_slack_channel.pyexample
import re
from slack_sdk import WebClient
from clickruntime import on_event, credentials, http

TEMPLATE_GID = "your-asana-project-template-gid"
TEAM_GID = "your-asana-team-gid"

@on_event
def handle(event):
    client = ((event.json or {}).get("client_name") or "").strip()
    if not client:
        return {"skipped": "no client name"}
    asana = {"Authorization": f"Bearer {credentials.connection('asana', 'work')}"}
    job = http.post(f"https://app.asana.com/api/1.0/project_templates/{TEMPLATE_GID}/instantiateProject", headers=asana,
                    json={"data": {"name": client, "team": TEAM_GID, "public": True}}).json()["data"]
    project_url = f"https://app.asana.com/0/{job['new_project']['gid']}"
    slack = WebClient(token=credentials.connection("slack", "work"))
    name = "client-" + re.sub(r"[^a-z0-9]+", "-", client.lower()).strip("-")[:70]
    try:
        channel = slack.conversations_create(name=name)["channel"]
    except Exception:
        channel = slack.conversations_create(name=f"{name}-2")["channel"]
    slack.chat_postMessage(channel="#clients", text=f"New client *{client}*\nAsana: {project_url}\nSlack: <#{channel['id']}>")
    return {"project": job["new_project"]["gid"], "channel": channel["id"]}

FAQ

Common questions

Which form tools can send new clients?
Any form or CRM that can send a webhook, for example when a form is submitted or a deal is marked won. The client name is the only field it strictly needs.
What if a channel with that name already exists?
Slack does not allow duplicate names, so a short suffix is added. The announcement links to whichever channel was created.
Is the Slack channel public or private?
Public by default so the team can find it. It can be set to private, in which case only invited people see it.
What permissions does it need?
Asana write; channels:manage, chat:write. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's 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.

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