The list is the deliverables and the files from the proposal, each with an owner.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
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Function notes: Meeting write-ups and the copying between tools you already use.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to list onboarding items from the signed proposal
The list is the deliverables and the files from the proposal, each with an owner.
Time: About one to two days, including a trial on an old record.
Difficulty: Moderate
Tools: Dubsado, Claude, Notion
Onboarding starts with a welcome and no list, so files arrive late.
The list is the deliverables and the files from the proposal, each with an owner.
A proposal, then a list, then the project.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Dubsado
A proposal is signed Nothing is sent yet.
Action · Claude
A draft is made from the signed proposal. A person reads it before it goes anywhere.
Check · Notion
A person keeps the accepted text on the project.
First setup: About one to two days, including a trial on an old record.
After it is running: A few hours a week of drafting, once a person still checks the output.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Agencies and studios. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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