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A simple workflow automation
Here’s a little something you can experiment with.
This simple automation:
✏️ Lets internal clients a submit legal request to your team.
💌 Emails the client a copy of their request.
📋 Adds the task to a Kanban board (a visual workflow tool to manage tasks and projects).
Go ahead and submit a dummy request.
If you add your email, you’ll get a copy of your request. It will then appear on the (public) Kanban board, which you can play with.
A Google Form to take requests (free and easy to use)
A Trello board (the undisputed king of Kanban, and it’s free 💪🏻)
Zapier : to pipe the info collected in the Google Form into Trello, and send you an email with your request ⚡️
Useful for in-house legal requests from the business or for external clients on retainer, for example.
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