Automation library · Data collection

Onboard new clients with Google Sheets and Drive

Started by someone submitting a form, and works across Gmail, Google Drive, Google Sheets and Notion. 12 steps, 1 branch: a working afternoon to understand properly.

Medium

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Logic 4Service 7

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

  1. 1When Form SubmittedForm triggerStarts it
  2. 2Read Client SheetGoogle SheetsService
  3. 3If Client ExistsIfLogic
  4. 4Stop Workflow if ExistsNo OpLogic
  5. 5Append Client to SheetsGoogle SheetsService
  6. 6Prepare Drive VariablesSetLogic
  7. 7Create Client Folder in DriveGoogle DriveService
  8. 8Share Folder with ClientGoogle DriveService
  9. 9Create Client Notion PageNotionService
  10. 10Prepare Welcome Email VariablesSetLogic
  11. 11Send Welcome EmailGmailService
  12. 12Update Sheet with StatusGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets, Notion
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

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. 12 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 12 steps before you point it at anything that matters.