Automation for Real Estate Client Portal (with video)

Video Introduction [](https://youtu.be/Ft3cNPRlI8)

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What this workflow does

This workflow automates backend setup tasks for real estate client portals. When a new property transaction is added to your Google Sheets database with a buyer email but no document folder assigned, the workflow automatically creates a dedicated Google Drive folder, updates the spreadsheet with the folder URL, and adds an initial task prompting the client to upload documents.

This automation eliminates manual folder creation and task assignment, ensuring every new transaction has its documentation infrastructure ready from day one. Your clients can access their dedicated folder directly from the portal, keeping all property-related documents organized and accessible in one place.

Key benefits

- Eliminate manual setup: No more creating folders and tasks individually for each transaction - Consistent client experience: Every buyer gets the same professional onboarding process - Organized documentation: Each transaction has its own Google Drive folder automatically shared with the client - Time savings: Focus on closing deals instead of administrative setup