長谷 真宏
Templates by 長谷 真宏
Automate client onboarding across Google Drive, Slack, Notion & Gmail with GPT-4o-mini
Who is this for? This template is perfect for agencies, consultancies, freelancers, and project-based teams who want to eliminate repetitive onboarding tasks. If you're tired of manually creating folders, Slack channels, and project pages every time a new client signs a contract, this automation will save you hours. What this workflow does When a new contract PDF is uploaded to a designated Google Drive folder, this workflow automatically: Parses the filename to extract client name, project name, and contact email Creates a project folder structure in Google Drive with organized subfolders Creates a dedicated Slack channel for project communication Sets up a Notion project page with initial kickoff tasks Logs project details to a master Google Sheet for tracking Drafts a personalized welcome email using OpenAI GPT-4o-mini Notifies your team on Slack with all relevant links when complete Setup steps Time required: ~15 minutes Configure OAuth credentials for Google Drive, Gmail, Google Sheets, Slack, and Notion Add your OpenAI API key for AI-powered email drafting Update the "Set Config Variables" node with your specific IDs: Google Drive parent folder ID Notion database ID Google Sheet ID Slack notification channel ID Set up the trigger folder in Google Drive where contracts will be uploaded Prepare your Google Sheet with columns: Client, Project Code, Notion Link, Slack Channel, Drive Folder Requirements Google Workspace account (Drive, Gmail, Sheets) Slack workspace with bot permissions to create channels Notion workspace with API integration OpenAI API key File naming convention Upload PDF files using this format: ClientNameProjectNameemail@example.com.pdf Example: AcmeCorpWebsiteRedesignjohn@acme.com.pdf How to customize Add more subfolders: Duplicate the "Create Deliverables Subfolder" node Customize the email prompt: Edit the "AI Draft Welcome Email" node Add more Notion properties: Extend the "Create Notion Project Page" node Change notification format: Modify the "Notify Team on Slack" message
By 長谷 真宏Personalize client meeting prep with GPT-4, Google Calendar, Notion & Places API to Slack
Who is this for This template is perfect for sales professionals, account managers, and business development teams who want to make memorable impressions on their clients. It automates the tedious task of researching gift shops and preparation spots before important meetings. What it does This workflow automatically prepares personalized recommendations for client visits by monitoring your Google Calendar, enriching data from Notion, and using AI to select the perfect options. How it works Trigger: Activates when a calendar event containing keywords like "visit," "meeting," "client," or "dinner" is created or updated Extract: Parses company name from the event title Enrich: Fetches customer preferences from your Notion database Search: Google Places API finds nearby gift shops and quiet cafes Analyze: GPT-4 recommends the best options based on customer preferences Notify: Sends a personalized message to Slack with recommendations Example Slack Output Here's what the final notification looks like: 🎁 Recommended Gift Shop Patisserie Sadaharu AOKI (★4.6) 3-5-2 Marunouchi, Chiyoda-ku 💡 Reason: The customer loves French desserts, so this patisserie's macarons would be perfect! ☕ Pre-Meeting Cafe Starbucks Reserve Roastery (★4.5) 5 min walk from meeting location Set up steps Setup time: approximately 15 minutes Google Calendar: Connect your Google Calendar account and select your calendar Notion Database: Create a customer database with "Company Name" (title) and "Preferences" (text) fields Google Places API: Get an API key from Google Cloud Console and add it to the Configuration node OpenAI: Connect your OpenAI account for AI-powered recommendations Slack: Connect your Slack workspace and update the channel ID in the final node Requirements Google Calendar account Notion account with a customer database Google Places API key (requires Google Cloud account) OpenAI API key Slack workspace with bot permissions How to customize Search radius: Adjust the searchRadius parameter in the Configuration node (default: 1000 meters) Event keywords: Modify the Filter node conditions to match your calendar naming conventions Notification channel: Change the Slack channel ID to your preferred channel
By 長谷 真宏Smart break recommendation system using Google Calendar, weather data, and GPT-4 to Slack
Who is this for This workflow is perfect for busy professionals, consultants, and anyone who frequently travels between meetings. If you want to make the most of your free time between appointments and discover great nearby spots without manual searching, this template is for you. What it does This workflow automatically monitors your Google Calendar and identifies gaps between appointments. When it detects sufficient free time (configurable, default 30+ minutes), it calculates travel time to your next destination, checks the weather, and uses AI to recommend the top 3 spots to visit during your break. Recommendations are weather-aware: indoor spots like cafés in malls or stations for rainy days, and outdoor terraces or open-air venues for nice weather. How it works Schedule Trigger - Runs every 30 minutes to check your calendar Fetch Data - Gets your next calendar event and user preferences from Notion Calculate Gap Time - Determines available free time by subtracting travel time (via Google Maps) from time until your next appointment Weather Check - Gets current weather at your destination using OpenWeatherMap Smart Routing - Routes to indoor or outdoor spot search based on weather conditions AI Recommendations - GPT-4.1-mini analyzes spots and generates personalized top 3 recommendations Slack Notification - Sends a friendly message with recommendations to your Slack channel Set up steps Configure API Keys - Add your Google Maps, Google Places, and OpenWeatherMap API keys in the "Set Configuration" node Connect Google Calendar - Set up OAuth connection and select your calendar Set up Notion - Create a database for user preferences and add the database ID Connect Slack - Set up OAuth and specify your notification channel Connect OpenAI - Add your OpenAI API credentials Customize - Adjust currentLocation and minGapTimeMinutes to your needs Requirements Google Cloud account with Maps and Places APIs enabled OpenWeatherMap API key (free tier available) Notion account with a preferences database Slack workspace with bot permissions OpenAI API key How to customize Change trigger frequency: Modify the Schedule Trigger interval Adjust minimum gap time: Change minGapTimeMinutes in the configuration node Modify search radius: Edit the radius parameter in the Places API calls (default: 1000m) Customize spot types: Modify the type and keyword parameters in the HTTP Request nodes Change AI model: Switch to a different OpenAI model in the AI node Localize language: Update the AI prompt to generate responses in your preferred language
By 長谷 真宏