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Client Project Automation by Workona
Set up client projects across apps & put it all in one place
Set up everything for a client project across apps & save it all in one space — the client folders & docs in Google Drive, channels in Slack, and task lists in apps like Asana, ClickUp, Monday.com. Now team members can finally find everything in one place.
If your team works with clients, most of your work is done in apps like Google Drive, Slack, and project management apps like Asana, ClickUp, or Monday. But there was no way to connect all those fragmented parts of the client project together — until now.
😫 Client projects are fragmented
Workona spaces have always been designed to bring everything together for a project. With over 4 million spaces created, it's clear that project fragmentation is a major problem.
Over the years, we noticed teams that worked with clients had a very consistent project workflow. Their sidebar in Workona was filled with client names, and every space looked about the same.
Each space had the client’s Google Drive folder, the client’s task list, the client’s Slack channels, etc. — all painstakingly created & saved to the space one by one.
We recognized an opportunity to deliver a truly magical experience for those teams – automating all of that tedious setup and putting everything for the client project in one place.
🤩 Spaces unify everything for a client
Teams can define the folders, docs, task lists, & other resources they need for a client, and Workona auto-creates them all in one click.
Or for a fully automated experience, you can integrate Workona into your team’s existing workflow in Salesforce, HubSpot, or other CRMs. Simply set up client spaces to be created automatically when an event occurs (for example, a Salesforce opportunity closing), and the client's folders, docs, etc. will be populated using data right from your CRM.
With each space, team members have one global view of the client project, instead of searching through dozens of apps.
Try it with your team for a month 100% free — no credit card required.
Trust us, your team is going to love you!
Cheers,
Quinn & the Workona team
About Client Project Automation by Workona on Product Hunt
“Set up client projects across apps & put it all in one place”
Client Project Automation by Workona was submitted on Product Hunt and earned 34 upvotes and 4 comments, placing #45 on the daily leaderboard. Set up everything for a client project across apps & save it all in one space — the client folders & docs in Google Drive, channels in Slack, and task lists in apps like Asana, ClickUp, Monday.com. Now team members can finally find everything in one place.
On the analytics side, Client Project Automation by Workona competes within Productivity, Customer Success and SaaS — topics that collectively have 697.4k followers on Product Hunt. The dashboard above tracks how Client Project Automation by Workona performed against the three products that launched closest to it on the same day.
Who hunted Client Project Automation by Workona?
Client Project Automation by Workona was hunted by Quinn Morgan. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
Reviews
Client Project Automation by Workona has received 24 reviews on Product Hunt with an average rating of 4.00/5. Read all reviews on Product Hunt.
For a complete overview of Client Project Automation by Workona including community comment highlights and product details, visit the product overview.
Quinn Morgan