Kick off client projects when SOWs are signed in Adobe Sign

When an Adobe Acrobat Sign agreement reaches SIGNED or COMPLETED status, spin up the entire client kickoff in one shot: stand up the Asana project, book the kickoff call on Google Calendar, and DM the account owner in Slack with a clean summary and links.

Trigger: Adobe Sign webhook for the AGREEMENT_WORKFLOW_COMPLETED event (or the equivalent SIGNED/COMPLETED status change). The event payload carries the agreement id, the workflow name, and the participant list.

Filter first. Only proceed if the agreement's workflow name matches the client SOW naming convention (for example, contains 'Client SOW' or starts with 'SOW -'). If it doesn't match, stop cleanly so internal NDAs, vendor MSAs, and offer letters don't accidentally kick off a client project. Log why you skipped.

Pull the agreement details from Adobe Acrobat Sign. Call Get Agreement to confirm the terminal status, capture the signed agreement name, the signer email and name, the sender/account owner email, and the timestamp. Then call Get Agreement Form Data (CSV) and parse the CSV — the first row is the header of form field names, the second row is the values. Extract the client name, kickoff date, and every milestone the SOW captured (typically named like Milestone 1 Title, Milestone 1 Due Date, Milestone 2 Title, ...). Handle empty milestone slots gracefully; a missing milestone is just fewer tasks, not a failure.

Create the Asana project. Use Create a Project in the configured workspace/team, naming it after the client (for example, '<Client name> — Kickoff'). Then, for each milestone extracted from the CSV, use Create a Task in that project, setting the task name to the milestone title, the due date to the milestone date if present, and a short note referencing the signed SOW. Capture the new project's permalink URL for the summary DM.

Book the kickoff call. Use Google Calendar's Create Event to schedule a 30-minute kickoff on the kickoff date pulled from the form (default to a sensible working-hours slot if the form only gave a date). Attendees should include the account team (configured up front) and the client signer's email from Adobe Sign. Set a clear title like 'Kickoff — <Client name>', include a short agenda in the description, and enable a Google Meet link. Capture the event's htmlLink for the summary DM.

DM the account owner in Slack. Look Up User by Email using the sender/account-owner email from Adobe Sign, then Open a Conversation to get the DM channel id, then Send a Message as the bot with a tidy summary: client name, kickoff date and time, milestone list, plus three links — the signed PDF in Adobe Sign, the new Asana project, and the Google Calendar invite. If any milestones were missing from the form, call that out so the owner knows to add them manually.

Keep the tone of the Slack DM short and celebratory. This is a 'we just closed a deal, here is your ready-to-run kickoff' handoff, not a compliance report.