Project start day reminders
Project start day reminders cover a start-date trigger and the messages that go out to your team and your client when a project begins.
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A project gets a start date, and then the day arrives and everyone needs the same nudge at the same time. Project start day reminders is an automation that fires on the project start date and sends the kickoff messages without anyone having to remember to do it manually.
The automation runs in three steps. One message goes to the team so nobody misses the handoff, another kicks off with the client, and a third tells the client work starts today, so the first day doesn’t begin with chasing replies and repeating the same update.
- Trigger Runs on the project start date, so the reminders go out on the day work begins.
- Tell the team it starts today Sends an internal message to the team so everyone sees the project is starting.
- Kick off with the client Sends the kickoff message to the client, with your wording ready to edit before it goes live.
- Tell the client you start today Sends a separate client message confirming that work starts today, using the email stored on the project.
The automation needs projects with a start date set, plus an email address on the project so the client messages have somewhere to go. Every step runs inside Plutio, so there’s no third-party account to connect before you switch it on.
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: On Project start date
- Tell the team it starts today
- Kick off with the client
- Tell the client you start today
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 run client projects with a defined start date and want the kickoff message to go out on time.
Questions about this automation template
How do start day reminders work in a project automation?
The automation triggers on the project start date and then runs three message steps. One goes to the team, one kicks off with the client, and one tells the client you start today.
What do I need set up for the automation to run?
The automation needs projects with a start date set. The project also needs an email address so the client messages can be sent.
Does the client message go to the project’s email address?
Yes, the client steps use the email address stored on the project. If the project doesn’t have an email address, those messages won’t have a destination.
Does this automation require Zapier or another third-party connection?
No third-party account is required. Every step runs inside Plutio.
How many steps are in the start day automation?
The automation includes three steps. The steps notify the team, kick off with the client, and confirm to the client that work starts today.
Can I change the wording of the messages before using the automation?
Yes, you can edit the message content in the automation before turning it on. The steps are already laid out, so you only need to adjust the copy to match your process.
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