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OK all installed and first impressions is WOW this is going to be incredible (it already is). The installation process is super simple and it's quick and easy to get started. My initial use case for my business would be to use this for my client onboarding and project management where I can add them to the board. So ideally I would love to be able to have this workflow/automation:

Client Books via Fluent Booking βœ… Tag Assigned to Add client to FluentCRM automation βœ… Create and Add Client to their own Board (ready made template with tasks to complete/due date)

I see we can currently automate create and add someone to a task on an existing board but not create and add someone to a new board template.

This would be absolutely incredible if this could be possible.πŸ™ (if it is and i'm missing it, please point me in the right direction hehe)

Once again thank you for everything you create - it's all incredible πŸ™

Jack Reeves

yeah this was the first thing i went to do:

  • on x action
  • create board (from template)
  • add user (or entire company) to board

Nicola Liggins

Yes exactly what I’d live :) πŸ™Œ

Jonathan Power

That would be amazing for coaching programs.

Nicola Liggins

🀞🀞🀞