Complete client onboarding: Form to Monday.com, Google Drive & Email

Overview Streamline your entire client onboarding process with a single workflow. When a new client submits the intake form, this automation creates a Monday.com item, generates a complete Google Drive folder structure from your template, updates the Monday item with the folder link, and sends a personalized welcome email—all automatically.

What This Workflow Does 1. Displays a professional intake form (client name, email, project type) 2. Creates a new item in your Monday.com board with all details 3. Generates a Google Drive folder for the client 4. Duplicates your template folder structure using Apps Script 5. Updates the Monday.com item with the Google Drive folder link 6. Sends a welcome email to the client with folder access

Key Features - End-to-end automation — From form submission to welcome email - CRM integration — All client data captured in Monday.com - Organized file storage — Consistent folder structure for every client - Professional onboarding — Clients receive immediate welcome email with resources - Fully customizable — Add more form fields, notifications, or integrations

Prerequisites - Monday.com account with API credentials - Google Drive account with OAuth2 credentials - Gmail account with OAuth2 credentials - Google Apps Script deployment (code below) - Template folder in Google Drive with {{NAME}} placeholders

Setup

Step 1: Get your Monday.com IDs 1. Open your Monday.com board 2. Board ID: Check the URL → monday.com/boards/BOARDID 3. Group ID: Use Monday API Explorer or browser dev tools 4. Column IDs: Found in column settings or via API

Step 2: Create your Drive template folder

📁 {{NAME}} - Client Files ├── 📁 01. Contracts & Agreements ├── 📁 02. {{NAME}} - Assets ├── 📁 03. Deliverables ├── 📁 04. Communications └── 📄 {{NAME}} - Project Brief.gdoc