Automated workflow · Projects & cases

Project handover pack

Lists the project’s progress, decision log, and open items so the next person can carry on directly.

Book a call →Back to the workflow library
TriggerTask assignment
OutputProject handover pack
Core technologies
Memoryindex
AdjustableHandover fields
Data sourcesLINE, Synology NAS, Google Sheets

Example: Interior design

How ANIMA gets it done

Data sources used

Data connectionsUse LINE with ANIMAView →Data connectionsUse Synology NAS with ANIMAView →Data connectionsUse Google Sheets with ANIMAView →

Other workflows for the same role

Trigger: System notification (new case created)

Checklist for a new case

Sets out the documents, deadlines, and owners a new case needs, based on how similar cases were handled and the applicable rules.

  1. ANIMAIdentifies the case type
  2. ANIMAApplies the workflow used for similar cases
  3. ANIMALists the required documents, deadlines, and owners, with the client’s past correspondence
  4. You confirmChecklist and assignments

Output: New case checklist · Uses: Gmail, Google Drive, Microsoft Teams

See workflow →

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LINE: @aniweave.aianima@aniweave.ai
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