Automate Client Project Onboarding with Google Drive, Gmail, and Slack Notifications

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Created by

maMarth

Last edited 58 days ago

⚙️ 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).

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