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Automate client project onboarding with Google Drive, Gmail, and Slack notifications

file-managementclient-onboardingagency-opsgoogle-drivegmailslack•
Google Drive
Gmail
Slack

Provide project details

Google Drive

Create project folder

Google Drive

Generate share link

Gmail

Email client

Slack

Notify internal team

Overview

This workflow automates the first operational steps after a new project is sold: workspace creation and client communication.

Product Specs

  • Starts from a manual trigger or form submission
  • Extracts project inputs (client name, email, project type, deadline)
  • Creates a Google Drive folder and shareable link
  • Sends a personalized email via Gmail with the folder link

Pipeline Description

A project intake triggers the workflow. It extracts the necessary fields, creates a Drive folder, generates the share link, and sends a Gmail message to the client containing the project details and folder URL.