📝 Automation: Instantly Onboard New Clients from Tally Form to Notion, Google Drive & Slack This automation streamlines the client onboarding process by integrating Tally, Notion, Google Drive, and Slack. When a potential client submits a Tally form, the automation is triggered via a webhook, automatically handling all onboarding steps without manual intervention. ⚙️ How It Works – Step-by-Step Form Submission Triggered A new Tally form submission is received via a webhook. Client Data Extraction The automation extracts essential client details from the form, including: -Name -Email -Project Type -Budget Google Drive Folder Creation A dedicated Google Drive folder is generated using the client’s name and project type for storing onboarding assets. Notion Database Entry Creation A new item is added to a specified Notion database, storing: Client information Project scope Folder link Slack Team Notification A Slack message is sent to your designated team channel containing all onboarding details, ensuring the team is informed instantly. ✅ Pre-Conditions / Requirements A published Tally form collecting client data. A connected Google Drive account with folder creation permissions. An existing Notion database with columns for name, email, budget, etc. A Slack workspace with an active bot/token integrated with the automation tool. 🛠️ Notion Database Structure Your Notion database should include at least the following fields: -Name (Text) -Email (Email) -Project Type (Select) -Budget (Select) -Onboarding Folder Link (URL) 🧩 Customization Guidance You can modify the Google Drive folder naming convention to include a timestamp or custom ID. Adjust Slack message formatting to include project-specific tags or mention specific team members. Extend the Notion entry to include more fields like project deadline or contact notes.
