Collect client assets before kickoff
Every new project gets a checklist of what the client owes, who owns each item and a reminder until it arrives.
Operations · Marketing agencies · When something happens · Updated
Works with
Slack
Linear
Asana
ClickUp
Jira
Trello
Gmail
Microsoft 365
Superhuman Mail
Box
Dropbox
NotionHow do you collect client assets before kickoff?
To collect client assets before kickoff, let Maito watch your task tracker. When a project is created, it emails the client contact the list of assets and access you need. It reminds them every couple of business days and posts what is missing in Slack, with an owner for each item.
How it's done today
The project manager sends repeated emails asking for logos, copy and account access, and kickoff slips.
What Maito does
- Build the checklist from the project type
- Ask the client contact for each item
- Collect files through an approved link
- Remind owners and report what's missing
Example
Loop run: New project in task tracker · Initech brand refresh
Initech brand refresh kicks off Oct 26. 6 of 9 inputs are in. In: logo files, brand guide, 3 competitor links, product photos, tone notes, signed brief. Missing: • Ad account access. Waiting on Dwight at Initech. • Analytics access, same. • 2024 customer survey results. Nobody named an owner. Catch: Dwight's last email on Oct 14 said he would send an invite, but the invite Tom sent for the ad account is still unaccepted. I asked for role invitations, not passwords. Source: project checklist and email thread.
@Maito nudge Dwight again, and ask who has the survey.
Done. I emailed Dwight asking him to accept the invitation by Oct 22 and to name who holds the survey. I'll post here when either arrives.
Maito (9:30 AM):
Initech brand refresh kicks off Oct 26. 6 of 9 inputs are in.
In: logo files, brand guide, 3 competitor links, product photos, tone notes, signed brief.
Missing:
• Ad account access. Waiting on Dwight at Initech.
• Analytics access, same.
• 2024 customer survey results. Nobody named an owner.
Catch: Dwight's last email on Oct 14 said he would send an invite, but the invite Tom sent for the ad account is still unaccepted. I asked for role invitations, not passwords. Source: project checklist and email thread.
Tom (9:41 AM):
nudge Dwight again, and ask who has the survey.
Maito (9:42 AM):
Done. I emailed Dwight asking him to accept the invitation by Oct 22 and to name who holds the survey. I'll post here when either arrives.
How to set it up
- Ask your agent
“When a new project is added to our task tracker, email the client contact the list of assets and access we need, remind them every 2 business days, and post what's missing in #projects.”
- Connect task tracker
- Linear
- Asana
- ClickUp
- Jira
- Trello
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can't make a client send things. It tracks and reminds, and a person decides when to escalate or delay kickoff.
Questions
A task tracker such as Linear, Asana, ClickUp, Jira or Trello, plus email and your shared files, all through MCP.
No. It asks for access through role invitations only.
As you set it, such as every 2 business days, until the item arrives.
