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

Marth - Business Automation

⚙️ 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).