Automate client onboarding across Google Drive, Slack, Notion & Gmail with GPT-4o-mini

Who is this for? This template is perfect for agencies, consultancies, freelancers, and project-based teams who want to eliminate repetitive onboarding tasks. If you're tired of manually creating folders, Slack channels, and project pages every time a new client signs a contract, this automation will save you hours. What this workflow does When a new contract PDF is uploaded to a designated Google Drive folder, this workflow automatically:

Parses the filename to extract client name, project name, and contact email Creates a project folder structure in Google Drive with organized subfolders Creates a dedicated Slack channel for project communication Sets up a Notion project page with initial kickoff tasks Logs project details to a master Google Sheet for tracking Drafts a personalized welcome email using OpenAI GPT-4o-mini Notifies your team on Slack with all relevant links when complete

Setup steps Time required: ~15 minutes

Configure OAuth credentials for Google Drive, Gmail, Google Sheets, Slack, and Notion Add your OpenAI API key for AI-powered email drafting Update the "Set Config Variables" node with your specific IDs:

Google Drive parent folder ID Notion database ID Google Sheet ID Slack notification channel ID

Set up the trigger folder in Google Drive where contracts will be uploaded Prepare your Google Sheet with columns: Client, Project Code, Notion Link, Slack Channel, Drive Folder

Requirements

Google Workspace account (Drive, Gmail, Sheets) Slack workspace with bot permissions to create channels Notion workspace with API integration OpenAI API key

File naming convention Upload PDF files using this format: [email protected] Example: [email protected] How to customize

Add more subfolders: Duplicate the "Create Deliverables Subfolder" node Customize the email prompt: Edit the "AI Draft Welcome Email" node Add more Notion properties: Extend the "Create Notion Project Page" node Change notification format: Modify the "Notify Team on Slack" message