# Client onboarding automation with Tally Form and Google Drive: n8n workflow

> Started by another system calling it, and works across ClickUp, Gmail and Google Drive. 4 steps: small enough to read in one sitting and change without fear.

Source: https://millionrounds.com/workflow/client-onboarding-automation-with-tally-form-and-google-driv (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Integrations](https://millionrounds.com/workflows?category=Integrations#library)

# Client onboarding automation with Tally Form and Google Drive

Started by another system calling it, and works across ClickUp, Gmail and Google Drive. 4 steps: small enough to read in one sitting and change without fear.

Small

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fclient-onboarding-automation-with-tally-form-and-google-driv)

**4 steps** Small: readable in one sitting

**0** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Service 3

The steps in the order they run, from what starts it.

- 1 **Tally Trigger** Webhook *Starts it*
- 2 **Google Drive Create Folder** Google Drive *Service*
- 3 **ClickUp Create Task** Click Up *Service*
- 4 **Gmail Send Welcome** Gmail *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 4
- **Size:** Small: readable in one sitting
- **Connects to:** ClickUp, Gmail, Google Drive
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own ClickUp, Gmail and Google Drive accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 4 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 4 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fclient-onboarding-automation-with-tally-form-and-google-driv)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[ClickUp](https://millionrounds.com/workflows?service=ClickUp#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)

## Workflows like it

Also integrations, with the same services where possible, closest in size first.

- [**Auto-clean Gmail spam folder - monthly with Gmail API** 4 steps · Gmail](https://millionrounds.com/workflow/auto-clean-gmail-spam-folder-monthly-with-gmail-api)
- [**Bitcoin miner health check - multiple pools, multiple miners p3** 4 steps · Gmail](https://millionrounds.com/workflow/bitcoin-miner-health-check-multiple-pools-multiple-miners-p3)
- [**Clean out unwanted emails from Gmail** 4 steps · Gmail](https://millionrounds.com/workflow/clean-out-unwanted-emails-from-gmail)
- [**Comparison test with Gmail** 4 steps · Gmail](https://millionrounds.com/workflow/prueba-de-comparacion-with-gmail)
- [**Cookie Security Scanner with Gmail** 4 steps · Gmail](https://millionrounds.com/workflow/cookie-security-scanner-with-gmail)
- [**Create client folders from n8n form submissions in Google Drive** 4 steps · Google Drive](https://millionrounds.com/workflow/create-client-folders-from-n8n-form-submissions-in-google-dr)