Client welcome when a project starts
A client welcome automation covers a welcome message, a one-week wait, and a check-in email after a project starts.
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A project kicks off, the client gets added, and then the first week goes quiet while everyone waits for the next step. This automation handles that handoff with three emails: a welcome, a one-week pause, and a quick check-in so the client knows what’s happening without you having to remember to follow up.
The first step welcomes the client as soon as the project exists, then the automation waits a week before sending a “do you have what you need?” message. The wording already covers the awkward part of the kickoff, which is asking for anything that’s missing without sounding like a chase email, so the client reads the plan in a clear order instead of a scattered thread.
- Trigger The automation starts when a project is created, so the welcome goes out at the moment work begins.
- Welcome the client The first step sends the kickoff email, and you replace the wording to match what you want new clients to know first.
- Wait a week The automation pauses for a week between messages, so the check-in doesn’t land on day one.
- Check they have what they need The last step sends a follow-up that asks for missing details or materials, based on what your projects usually need.
To run the automation, the project needs an email address on it, and every step stays inside Plutio with no third-party account. You edit the two messages to match your own voice, turn the automation on, and then it runs each time a project is created.
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 kickoff and first follow-up to go out on time.
Questions about this automation template
What does a client welcome automation include?
A client welcome automation includes a welcome message, a delay, and a follow-up check-in after the project starts. This one sends a welcome when the project is created, waits a week, then checks that the client has what they need.
When does the welcome email send after a project starts?
The welcome email sends as soon as the project is created. The automation uses that event as the trigger, so the first message goes out right away.
How long does the automation wait before the check-in?
The automation waits one week before sending the check-in. The delay sits between the welcome message and the follow-up step.
What do I need to run this automation?
The project needs an email address so the messages have somewhere to go. Every step runs inside Plutio, so you don’t need any third-party account.
Can I change the text of the welcome and check-in emails?
You can edit the message content before turning the automation on. The timing stays the same unless you change the wait step.
Does this automation create tasks or send invoices?
This automation only sends the three scheduled messages described in its steps. If you also need [tasks](/product/tasks) or billing actions, those would be handled by a different setup.
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