Project (Optional)

Select which Project you would like to trigger the automation flow. If the project field is left blank, all projects are selected by default.

Block (Optional)

Select which Block you would like to trigger the automation flow. If the block field is left blank, all tasks within the project are monitored. Note only Blocks within the Project selected will be available for Selection.

Assign next steps

A task is done and the next task should begin.

Trigger: Task Completed → Add Task with a description of the next step → Assign Task to the next owner.

Notify your team

A task update needs to be shared with collaborators.

Trigger: Task Completed → Send Slack Channel Message or Send Email to notify the team.

Create follow-up project

A completed task wraps up one phase and starts a new project.

Trigger: Task Completed → Create Project From Template to kick off the next stage.

Log task completion

You want to track each completed task for reporting.

Trigger: Task Completed → Insert Row into a Google Sheet with task details and timestamp.

Organize finished tasks

Move completed tasks to a specific area or list.

Trigger: Task Completed → Move Task to an archive block or project section.

Generate summary or notes

A finished task needs a recap for future reference.

Trigger: Task Completed → Generate with AI → Append Text to a meeting doc or shared notes document.