Automate Client Project Onboarding with Google Drive, Gmail, and Slack Notifications
Go to WorkflowDescription
⚙️ 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.
Input Data Preparation:
Ensure the following input fields are provided:
client_name
contact_email
project_type
deadline
brand_drive_folder (optional)
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).