Quick overview
This workflow watches a Google Sheets worksheet for new client rows, creates (or reuses) a matching client folder structure in Google Drive, shares the folder with one or more client email addresses, and writes the Drive folder URL back to the sheet.
How it works
- Runs every hour and triggers when a new row is added in Google Sheets.
- Searches Google Drive for an existing client folder using the row’s Code value as the search term.
- If no matching folder is found, creates a new client folder under your specified parent Google Drive folder and adds Documents and Media subfolders.
- Splits the sheet’s comma-separated Email field into individual email addresses.
- Shares the client folder from Google Drive with each email address as a read-only user permission.
- Updates the Google Sheets row by matching on Code and writing the generated Google Drive folder URL into the Url column.
Setup
- Connect Google Sheets OAuth2 credentials for the trigger and update actions, and select the target spreadsheet and sheet.
- Connect Google Drive OAuth2 credentials and ensure the connected account has access to create and share folders.
- Paste your parent Google Drive folder URL into the Configuration step (ParentDriveFolderUrl).
- Ensure your Google Sheet includes at least Code, Name, Email, and Url columns (will updated by workflow), and enter client emails as a comma-separated list in the Email field.
Requirements
- google sheet with this column (Code, Name, Email, Url)