Automation workflow · Automate What Academy

Automation workflow

Anyone interested in a similar workflow or custom workflow, please DM below is an example purpose, features added and a Loom video demonstration

Basecamp Automation

Purpose:

This automation is designed to automatically create task plans for specific individuals (like sales reps or contractors) when a new task is created with the keyword “take-off” in the title.

Features;

Step 1: Trigger Condition

The automation triggers only when a new task is created in a specific list.
The task title must end with “take-off” (e.g., “John Take-off”).

Step 2: Automation Activation

Once triggered, the automation extracts the person’s name from the task title (e.g., “John”).

Step 3: Task Generation

The automation creates two sets of tasks for that person: One set for the Sales Representative One set for the Contractor
Each set contains 5 different tasks (e.g., “John Plan Quote A,” “John Plan Quote B,” etc.).

Step 4: Dynamic Personalization

The automation dynamically adapts to the name in the original “take-off” task.
For example: “John Take-off” creates tasks for John. “Sarah Take-off” creates tasks for Sarah.

Step 5: Plan Requirement