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

⚡ 367 views · 📁 File Management

Description

⚙️ 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).

🔗 Nodes Used

Slack, Google Drive, Gmail, Google Sheets Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup