1.Watch new kickoff stories
Integrate Kantata OX to detect new story events and trigger downstream onboarding actions.
Create and share onboarding workspace from template quickly
Automatically monitor new kickoff stories in Kantata OX across customer onboarding tools. Create and share onboarding workspaces when qualifying stories are posted or primary contacts are identified or access needs to be grantedβso you can create spaces, extract emails, and send access notifications without manual setup.
How this automation accelerates your onboarding workspaces
When new kickoff stories appear in Kantata OX, delays can stall onboarding and access setup. This automation filters qualifying stories, creates template workspaces, extracts the primary contact email, and shares workspace accessβso your team can onboard faster.
Kantata OXor swap with your favorite app
2.Stops non qualifying stories
Integrate Filter by Zapier to continue only for qualifying stories and avoid false workspace creation.
Filter by Zapieror swap with your favorite app
3.Copies template workspace
Integrate Smartsheet to copy story title to workspace name and create the new workspace from template assets.
Smartsheetor swap with your favorite app
4.Extracts primary contact email
Integrate Formatter by Zapier to extract the primary contact email from the story description for sharing.
Formatter by Zapieror swap with your favorite app
5.Shares workspace with recipients
Integrate Smartsheet to share the workspace with extracted and internal recipients, grant editor access, and notify stakeholders.
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