Automate client project onboarding with Google Drive, Gmail, and Slack notifications
⚙️ 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...
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⚙️ 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: - clientname - contactemail - projecttype - deadline - branddrivefolder (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).