This n8n workflow streamlines the client onboarding process by automating multiple steps triggered by a webform submission. When a new client submits their details via a Tally form, the workflow automatically creates a dedicated folder in Google Drive named after the client, adds their information to a Notion database, and sends a notification message in a Slack channel.
The process begins with a webhook that listens for form submissions. The data from the form is then processed by a code node that extracts key client information such as name, email, project type, and budget. Using this data:
– A Google Drive folder is created with the client’s name appended with ‘- Onboarding’.
– A new page is added to a Notion database titled ‘Clients’, including properties like name, email, project type, budget, and a link to the Google Drive folder.
– A Slack message is sent to a designated channel, announcing the new client onboarding and sharing relevant details.
Additional notes include that the workflow uses OAuth2 credentials for Google Drive, Notion, and Slack, and requires manual update of folder IDs, database IDs, and channel names to customize for specific environments. This workflow greatly reduces manual effort, ensures consistency, and improves team communication for onboarding new clients effectively.
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