Skip to main content

Automate client project onboarding with Google Drive, Gmail, and Slack notifications

Workflow preview

Automate client project onboarding with Google Drive, Gmail, and Slack notifications preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

⚙️ How it works

  1. Workflow starts from a manual trigger or form submission with project details.
  2. It extracts key input data like client name, email, project type, deadline, and brand folder (optional).
  3. A Google Drive folder is automatically created inside a designated parent folder.
  4. The shareable link of the newly created folder is generated.
  5. A personalized email is composed and sent to the client using Gmail, including project details and folder link.

🛠️ Set up steps

  1. Google Drive Setup:

    • Connect your Google Drive credentials in n8n.
    • Set the parent folder ID where all project folders should be created.
  2. Gmail Setup:

    • Connect a Gmail account with proper access.
    • Customize the subject and message template in the Gmail node.
  3. Input Data Preparation:

    • Ensure the following input fields are provided:
      • client_name
      • contact_email
      • project_type
      • deadline
      • brand_drive_folder (optional)
  4. 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).