Contract Signed Kickoff AI Workflow
Automatically kick off projects with onboarding emails and tasks when a contract is signed.
When a contract is signed, GraftPal automatically sends a project kickoff email to the client and creates a set of onboarding tasks for your team — ensuring every new project starts smoothly with clear next steps.
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How It Works
Step-by-Step Workflow
Here's exactly how the Contract Signed Kickoff AI Workflow runs, from trigger to action.
Contract Signed
A client signs the contract in GraftPal.
Kickoff Email Sent
An AI-personalised welcome and kickoff email is automatically sent to the client with next steps and expectations.
Onboarding Tasks Created
A set of onboarding tasks is automatically created for your team — setup calls, document requests, project configuration.
Project Begins
With email sent and tasks assigned, the project starts smoothly without manual coordination.
Benefits
Why Use This Workflow
Zero delay between contract signing and project start
Clients get professional kickoff communication instantly
Team tasks ensure nothing is forgotten during onboarding
Consistent process for every new project
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Frequently Asked Questions
Contract Signed Kickoff AI Workflow FAQ
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