1.Detects new project created
Integrate Wealthbox CRM, CRM data tools, and automation triggers to detect new project created and start the workflow.
Start quarterly surge project and schedule buffer days
Automatically monitor new project created events across Wealthbox CRM and calendar planning tools. Create a quarterly surge plan when project records landβso you can start workflows, schedule buffer and decompress days, and set milestone dates without manual scheduling.
How this automation schedules buffer days reliably
When new project records arrive, timing can slip and calendars get booked with no built-in recovery. This automation classifies quarter timing and creates a milestone-driven workflow, then schedules alternating buffer and decompress calendar seriesβso your team can plan focus runs with built-in recovery.
Wealthbox CRMor swap with your favorite app
2.Splits project title into tokens
Integrate Formatter by Zapier, token mapping tools, and data transforms to map project title tokens for classification inputs.
Formatter by Zapieror swap with your favorite app
3.Classifies quarter category
Integrate ChatGPT (OpenAI), AI classification, and structured outputs to classify quarter timing from the mapped project title.
ChatGPT (OpenAI)or swap with your favorite app
4.Generates milestone start date
Integrate Formatter by Zapier, date formatting tools, and data transforms to combine quarter category and month token into a milestone date.
5.Starts workflow template at milestone
Integrate Wealthbox CRM, workflow templates, and record links to start the configured workflow and map the milestone date.
6.Creates recurring buffer and decompress days
Integrate Google Calendar, recurrence planning, and event scheduling to create alternating all-day series using milestone start and end dates.
Google Calendaror swap with your favorite app
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