Podio Projects and Deliverables Automation
Studio 3V is a creative studio for Architectural Environments. They use Podio to manage their client projects and collaborate internally.
They wanted to take the drudgery out of creating deliverables for every project as this is manually done each time, and is very tedious. They also wanted projects to be more informative.
Collaboratively, we developed several effextive automation steps using Workflow Automation that:
- Create all Deliverables automatically when a Project changes status.
- Automatically keeps each Project's progress to be the average of all related Deliverable progresses.
In this video, we show this interesting real-world automation on a set of demo data:
Workflow Automation
And, as always, here are the Workflow Automation recipes to achieve this automation:
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Projects: Project Started
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Components: Create Deliverables
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Deliverables: Update Progress
