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Back to TemplatesAutomate client project onboarding with Google Drive, Gmail, and Slack notifications
Last update
Last update 8 months ago
⚙️ How it works
- Workflow starts from a manual trigger or form submission with project details.
- It extracts key input data like client name, email, project type, deadline, and brand folder (optional).
- A Google Drive folder is automatically created inside a designated parent folder.
- The shareable link of the newly created folder is generated.
- A personalized email is composed and sent to the client using Gmail, including project details and folder link.
🛠️ Set up steps
-
Google Drive Setup:
- Connect your Google Drive credentials in n8n.
- Set the parent folder ID where all project folders should be created.
-
Gmail Setup:
- Connect a Gmail account with proper access.
- Customize the subject and message template in the Gmail node.
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Input Data Preparation:
- Ensure the following input fields are provided:
client_name
contact_email
project_type
deadline
brand_drive_folder (optional)
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Test & Deploy:
- Use mock data or a test trigger to validate the workflow.
- Once confirmed, deploy it with the actual trigger (e.g. webhook, form submission).