Automate Client Project Onboarding with Google Drive, Gmail, and Slack Notifications

This n8n workflow streamlines the client project onboarding process by automating the creation of project folders in Google Drive, sending welcome emails via Gmail, and notifying your team on Slack. It's triggered by new entries in a Google Sheet, ensuring a consistent and efficient start for every new client.

What it does

This workflow automates the following steps:

1. Triggers on New Google Sheet Row: Listens for new rows added to a specified Google Sheet, which contains client project details.
2. Creates Google Drive Folder: Automatically creates a new project folder in Google Drive based on the client and project name from the Google Sheet data.
3. Sends Welcome Email: Dispatches a personalized welcome email to the client using Gmail, including relevant project details.
4. Notifies Team on Slack: Posts a notification to a designated Slack channel, informing the team about the new client project and providing a link to the newly created Google Drive folder.
5. Edits Fields (Set): (Note: The provided JSON indicates an "Edit Fields (Set)" node, but without specific configuration, its exact purpose in this flow is unclear. It's typically used for data manipulation, transformation, or filtering.)

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• Google Sheets Account: A Google Sheets spreadsheet containing your client project data.
• Google Drive Account: A Google Drive account for creating project folders.
• Gmail Account: A Gmail account configured for sending emails.
• Slack Account: A Slack workspace and a channel for notifications.
• Google OAuth2 Credentials: Configured Google OAuth2 credentials in n8n for Google Sheets, Google Drive, and Gmail.
• Slack API Token: Configured Slack API token credentials in n8n.

Setup/Usage

1. Import the Workflow: Download the provided JSON and import it into your n8n instance.
2. Configure Google Sheets Trigger:
   • Select your Google Sheets credential.
   • Specify the Spreadsheet ID and the Sheet Name that will trigger the workflow.
   • Choose the "New Row" trigger event.
3. Configure Google Drive Node:
   • Select your Google Drive credential.
   • Set the operation to "Create Folder".
   • Dynamically set the folder name using expressions from the Google Sheets trigger data (e.g., {{ $json.clientName }} - {{ $json.projectName }}).
   • Specify the parent folder ID where new project folders should be created.
4. Configure Gmail Node:
   • Select your Gmail credential.
   • Set the operation to "Send an Email".
   • Dynamically set the recipient email address, subject, and body using expressions from the Google Sheets trigger data.
5. Configure Slack Node:
   • Select your Slack credential.
   • Set the operation to "Post Message".
   • Specify the Slack Channel to post to.
   • Craft a message that includes client and project details, potentially with a link to the Google Drive folder created in the previous step (e.g., New client project onboarded: {{ $json.projectName }} for {{ $json.clientName }}. Google Drive folder: {{ $node["Google Drive"].json["webViewLink"] }}).
6. "Edit Fields (Set)" Node: Review this node. If it's intended for data manipulation, configure its fields and values as needed for your specific use case. If not needed, it can be removed or disabled.
7. Activate the Workflow: Once all nodes are configured with the correct credentials and settings, activate the workflow to start automating your client project onboarding.