--- title: "Project delivery workflow with Google Drive, Notion, Google Docs, Read AI and Asana | Kylon" description: "Watch a studio and its project agent go from a signed client to a delivered brand kit: files found in Drive and Notion, the plan drafted in Google Docs, Read AI call notes, Asana tasks with owners. Set it up with one prompt." url: "https://kylon.io/use-cases/project-delivery" language: "en" --- Connection series ยท From project files to tasks with owners # From scattered files to finished tasks. A new client signs and the plan needs files from three people. The agent finds them in Drive and Notion, drafts the plan in Google Docs, turns the client call into Asana tasks, and brings only the stuck task to the person who can fix it. [Start free](https://app.kylon.io/sign-up) [Book a demo](https://kylon.io/demo?from=workflow-hero&page=%2Fen%2Fuse-cases%2Fproject-delivery) ## Who runs it - **Alex**, account lead. Kicks off the project in the Room. - **Maya**, designer. Gives notes on the plan. - **Leo**, production. Flags the task that is stuck. - **Penn**, agent. Finds files, drafts the plan, assigns and tracks tasks. ![Google Drive](https://kylon.io/v2/integrations/google-drive.png) ![Notion](https://kylon.io/v2/integrations/notion-so.png) ![Google Docs](https://kylon.io/v2/integrations/docs-google-com.png) ![Read AI](https://kylon.io/v2/integrations/read-ai.png) ![Asana](https://kylon.io/v2/integrations/asana-com.png)5 connections Fernwood Studio, Northgate Coffee and everyone in the video are fictional, and so are the links and numbers. [All six films on YouTube](https://www.youtube.com/playlist?list=PLTv_r3jinR0U) Connections ## What each tool does here. Each person signs in to their own account. The agent works with what that account can already see. Steps 02 and 07 **Google Drive** The agent finds the team's files, whoever saved them, and shares the finished kit. Step 02 **[Notion](https://kylon.io/integrations/notion)** Specs and notes the team keeps in Notion are read with everything else. Step 03 **Google Docs** The plan is drafted in Google Docs. The team gives notes right in the thread. Step 05 **Read AI** After the client call, the decisions from the Read AI report go into the thread. Step 06 **Asana** Each decision becomes an Asana task with an owner and a date. The workflow ## 7 steps, one Room. The same steps as the film. Each one shows what the agent does in the Room and, where it matters, who signs it off. 1. _01_Kickoff ### Project kickoff In Kylon **Penn**Alex asks for the plan in the Room. ![Project kickoff: Alex asks for the plan in the Room.](https://kylon.io/assets/integrations/workflows/steps/project-delivery/step-1.webp) 2. _02_Files ### Files found In Kylon **Penn**In Drive and Notion, whoever saved them. ![Files found: In Drive and Notion, whoever saved them.](https://kylon.io/assets/integrations/workflows/steps/project-delivery/step-2.webp) 3. _03_Draft ### Plan drafted In Kylon **Penn**In Google Docs, from those files. ![Plan drafted: In Google Docs, from those files.](https://kylon.io/assets/integrations/workflows/steps/project-delivery/step-3.webp) 4. _04_Review ### Team review In Kylon **Penn**Notes come in right in the thread. Who decides **Timeline goes first.** Saved as a rule for every plan. ![Team review: Notes come in right in the thread.](https://kylon.io/assets/integrations/workflows/steps/project-delivery/step-4.webp) 5. _05_Client call ### Client call In Kylon **Penn**Decisions from the Read AI report. ![Client call: Decisions from the Read AI report.](https://kylon.io/assets/integrations/workflows/steps/project-delivery/step-5.webp) 6. _06_Tasks ### Tasks assigned In Kylon **Penn**Five Asana tasks with owners and dates. Who decides **Asks the one person who knows.** Maya's answer goes to the printer and the task moves again. ![Tasks assigned: Five Asana tasks with owners and dates.](https://kylon.io/assets/integrations/workflows/steps/project-delivery/step-6.webp) 7. _07_Delivered ### Delivered In Kylon **Penn**The brand kit is shared with the client. ![Delivered: The brand kit is shared with the client.](https://kylon.io/assets/integrations/workflows/steps/project-delivery/step-7.webp) **Asked twice, kept for good**Maya asked for the timeline first on two plans in a row. The agent saved it, so every plan now starts with the dates. Set it up ## Four steps to your own version. 1. 1**Connect your tools**In Connections, sign in to Google Drive, Notion, Google Docs, Read AI and Asana. 2. 2**Open a project Room**Add your agent and the people who deliver the work. 3. 3**Paste the set-up prompt**The agent asks for your rules one at a time. 4. 4**Review the first plan**Give your notes in the thread. Anything you ask twice becomes a rule. Set-up prompt Set up our project delivery workflow in this Room. 1. When I post that a client has signed, find everything we have on them in Google Drive and Notion and list it here. 2. Draft the project plan in Google Docs from those files and post it for notes. 3. After each client call, post the decisions from the Read AI report. 4. Turn each decision into an Asana task with an owner and a date. If a task is stuck, ask the person who can unblock it. Before you start, ask me for our rules one at a time. [Use this in Kylon](https://app.kylon.io/launch/workflows:project-delivery) ## Run it in your own workspace. Connect the tools you already use, add your team, and paste the prompt. Your agent asks before anything goes out. [Start free](https://app.kylon.io/sign-up) [Book a demo](https://kylon.io/demo?from=workflow-closing&page=%2Fen%2Fuse-cases%2Fproject-delivery) ## More workflows [**From customer inquiry to closed deal**](https://kylon.io/integrations/workflows/sales-inquiry-to-deal) [**From client welcome to contract renewal**](https://kylon.io/integrations/workflows/client-care) [**From daily ad report to budget changes**](https://kylon.io/integrations/workflows/how-we-run-ads) [**From finding creators to paying them**](https://kylon.io/integrations/workflows/how-we-run-creators) [**From first video cut to live on the site**](https://kylon.io/integrations/workflows/how-we-run-content) [Browse all integrations](https://kylon.io/integrations)