This workflow streamlines the onboarding process for creative and digital agencies by automating the creation of Google Drive folders for new projects, notifying team members via Slack, and sending personalized emails to clients. It triggers on updates in a Google Sheets project tracker, automatically creating project folders in Google Drive with OAuth2 authentication. The workflow then captures project details such as client name, contact email, project type, and deadline, formatting this data for use in subsequent steps. A detailed email is dispatched to the client, including a link to the dedicated project folder, project overview, and next steps, enhancing clarity and efficiency. The process also involves Slack notifications to keep the team informed in real-time, facilitating smoother project coordination and faster onboarding. This workflow is ideal for remote teams, freelancers, and project managers managing multiple client projects, reducing manual tasks and boosting operational productivity.
Automated Client Folder Creation & Notification Workflow
Node Count | 6 – 10 Nodes |
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Nodes Used | gmail, googleDrive, googleSheetsTrigger, set, slack, stickyNote |
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