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Automate client onboarding across Google Drive, Slack, Notion & Gmail with GPT-4o-mini

agency-opsclient-onboardinggoogle-driveslacknotiongoogle-sheetsopenaigmail•
Google Drive
Slack
Notion
Google Sheets
OpenAI
Gmail
Google Drive

Detect contract PDF

Extract client/project/email

Google Drive

Create folder structure

Slack

Create project channel

Notion

Create project page

Google Sheets

Log project

Slack

Notify team with links

Gmail

Prepare welcome email

ChatGPT

Draft welcome email

Overview

This workflow converts a signed contract into a ready-to-run client workspace. It creates the project home (Drive, Slack, Notion), logs the engagement, and generates first-touch communication.

Product Specs

  • Triggers on contract PDF upload to Google Drive
  • Parses filename for client/project/contact details
  • Creates structured Google Drive folders
  • Creates a Slack channel for the project
  • Creates a Notion project page with kickoff tasks
  • Logs project details into Google Sheets
  • Drafts a welcome email using GPT-4o-mini and posts completion notice in Slack

Pipeline Description

A contract PDF lands in a Drive folder. The workflow extracts client info, creates Drive folder structure, provisions Slack channel and Notion page, writes a tracking row into Sheets, drafts a welcome email with GPT-4o-mini, and posts a Slack message containing links and next steps.