# Kick off new clients with Google Drive and Clio: n8n workflow

> Started by another system calling it, and works across Email and Google Sheets. 19 steps, 1 branch: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/kick-off-new-clients-with-google-drive-and-clio (Millionrounds; every figure on the page links to its filing or article)

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

# Kick off new clients with Google Drive and Clio

Started by another system calling it, and works across Email and Google Sheets. 19 steps, 1 branch: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fkick-off-new-clients-with-google-drive-and-clio)

**19 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 2 Logic 10 Service 7

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

- 1 **When Client Signs** Webhook *Starts it*
- 2 **Weekly Onboarding Rollup Trigger** Schedule trigger *Starts it*
- 3 **Parse Client Signed Data** Code *Logic*
- 4 **Read Onboarding Log Sheet** Google Sheets *Service*
- 5 **Create Client Matter Folder** Http Request *Service*
- 6 **Summarize Weekly Onboarding Data** Code *Logic*
- 7 **Parse Matter Folder Response** Code *Logic*
- 8 **Build Weekly Onboarding Email** Code *Logic*
- 9 **Build Matter Subfolder List** Code *Logic*
- 10 **Build Kickoff Email Content** Code *Logic*
- 11 **Build Onboarding Task List** Code *Logic*
- 12 **Append Onboarding Log To Sheets** Google Sheets *Service*
- 13 **Send Weekly Onboarding Email** Email Send *Service*
- 14 **Create Matter Subfolder** Http Request *Service*
- 15 **Check Compliance Before Email** Execute Workflow *Logic*
- 16 **Create Clio Onboarding Task** Http Request *Service*
- 17 **If Kickoff Email Approved** If *Logic*
- 18 **Send Kickoff Email** Email Send *Service*
- 19 **Skip Email If Client Opted Out** No Op *Logic*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 19, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Email, Google Sheets
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Email and Google Sheets 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?

Plan an afternoon. 19 steps is enough that you should read each one before running it.

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 19 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%2Fkick-off-new-clients-with-google-drive-and-clio)
- **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.

[Email](https://millionrounds.com/workflows?service=Email#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

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

- [**AI Job Email Organizer (GPT-5.2) - Auto-categorize job emails** 19 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-job-email-organizer-gpt-5-2-auto-categorize-job-emails)
- [**Automated client onboarding & project setup with ClickUp** 19 steps · ClickUp, Gmail](https://millionrounds.com/workflow/automated-client-onboarding-and-project-setup-with-clickup)
- [**Bulk aggregation with Google Sheets** 19 steps · Google Sheets](https://millionrounds.com/workflow/bulk-aggregation-with-google-sheets)
- [**Chase stalled enquiries and send a weekday morning digest** 19 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/chase-stalled-enquiries-and-send-a-weekday-morning-digest)
- [**Green API (code converting) google contacts/drive/sheets** 19 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/green-api-code-converting-google-contacts-drive-sheets)
- [**Match CVs to remote jobs with Groq and Google Sheets** 19 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/match-cvs-to-remote-jobs-with-groq-and-google-sheets)