Client welcome when a project starts
A client welcome automation covers the first welcome message, a one-week pause, and a follow-up check-in after a project starts.
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A new project kicks off, the client gets access, and then somebody has to send the first note, remember to check back in, and make sure nothing’s missing. The client welcome when a project starts automation handles that opening week for you, as long as the project has an email address to use.
The automation runs in three steps: Welcome the client, Wait a week, then Check they have what they need. The client gets an immediate welcome email when the project is created, then a week later they get a second message that asks if everything’s in place... so the follow-up doesn’t depend on anyone spotting it in a busy inbox.
- Welcome the client Sends the first email as soon as a project is created, using the email address on the project.
- Wait a week Holds the automation for a week so the follow-up goes out on a predictable delay.
- Check they have what they need Sends a second email a week later to prompt questions and catch missing details early.
Everything runs inside Plutio, so there’s no third-party account to connect. Once the automation is on, it fires whenever a project is created and sends both emails on the timing already built into the steps.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
Every step, in order
Plutio runs these 3 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: When Project is created
- Welcome the client
- Wait a week
- Check they have what they need
What happens when you install it
- This automation is copied into your workspace with all 3 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Studios, agencies, and freelancers who start client projects and want the welcome and first follow-up to go out without manual reminders.
Questions about this automation template
What triggers the welcome emails?
The automation triggers when a project is created. After that, it sends the welcome email right away and the follow-up after a one-week wait.
What information has to be on the project for this to work?
The project needs an email address. The automation uses that address to send the welcome email and the later check-in.
How many steps are in the automation?
The automation has three steps. The steps are a welcome email, a one-week wait, and a follow-up check-in email.
Does the automation need any third-party email service?
No third-party account is required. Every step runs inside Plutio.
Can the automation handle the follow-up timing automatically?
Yes, the automation includes a built-in “Wait a week” step. That delay controls when the check-in email gets sent.
Will the client get more than one message?
Yes, the client receives a welcome email when the project is created and a second email a week later. Both messages come from the same three-step automation flow.
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