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The moment it happens

Create a Drive folder and Notion page for each new client

When your onboarding form is submitted, the client gets a Drive folder copied from your template and a Notion client page linking to it.

Runs
The moment it happens
Apps
Google Drive, Notion
AI
Not needed
Access
drive.file; Notion insert content

Send this to your assistant

Create a ClickRuntime automation: when my onboarding form is submitted, create a client folder in Google Drive from my template, create a Notion client page that links to it, and post a note in #clients.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A bookkeeping practice signs a few new clients each month. Each one needs a Drive folder with the same subfolders and starter documents, and a page in the Notion client list. Doing it by hand takes twenty minutes, and the folder names and layouts drift from client to client.

Having the folder and the Notion page appear the moment the onboarding form is submitted means every client starts with the same structure. Accountants, agencies, consultants and studios use it to make the first day with a new client look organised.

What you get out of it

  • Every client set up the same way

    Folders, subfolders and starter documents are copied from one template. Anyone on the team knows where to find a client's contracts or reports, whichever client it is.

  • Ready before the kickoff call

    The workspace exists the moment the form is submitted. You can share the folder link in your welcome email instead of promising to send it later.

  • Notion and Drive linked from the start

    The Notion client page holds a link to the Drive folder. Your team moves between the client record and the documents in one click.

  • The team hears about new clients

    A message in #clients announces each new client with both links. People who will work on the account know straight away.

How it works

What happens, step by step

  1. When your onboarding form is submitted, the answers are sent to ClickRuntime straight away.

  2. A new folder named after the client is created in Google Drive, and the documents from your template folder are copied into it.

  3. A client page is created in your Notion database with the client's details and a link to the folder.

  4. A message with both links is posted in your #clients Slack channel.

Before it runs live

  • Connect Google Drive
  • Connect Notion and share the database you want it to use
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Create a Drive folder and Notion page for each new clientjust nowSucceeded
Slack · #clientsNew client: Northwind Bakery. Notion page and Drive folder (Contract, Onboarding checklist, Monthly reports) are ready.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other Google Drive and Notion steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
client_onboarding_drive_folder_plus_notion_page.pyexample
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, http, notify

TEMPLATE_FOLDER, CLIENTS_FOLDER, DATABASE_ID = "your-template-folder-id", "your-clients-folder-id", "your-database-id"

@on_event
def handle(event):
    form = event.json or {}
    name, email = form.get("client_name", "").strip(), form.get("email", "")
    if not name:
        return {"skipped": "no client name"}
    drive = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).files()
    folder = drive.create(body={"name": name, "mimeType": "application/vnd.google-apps.folder", "parents": [CLIENTS_FOLDER]},
                          fields="id,webViewLink").execute()
    for f in drive.list(q=f"'{TEMPLATE_FOLDER}' in parents and trashed=false", fields="files(id,name)").execute()["files"]:
        drive.copy(fileId=f["id"], body={"name": f"{name} - {f['name']}", "parents": [folder["id"]]}).execute()
    page = http.post("https://api.notion.com/v1/pages", headers={"Authorization": f"Bearer {credentials.connection('notion', 'work')}",
                     "Notion-Version": "2022-06-28"}, json={"parent": {"database_id": DATABASE_ID}, "properties": {
                     "Name": {"title": [{"text": {"content": name}}]}, "Email": {"email": email or None},
                     "Drive folder": {"url": folder["webViewLink"]}}}).json()
    notify.slack(f"New client: {name}\nNotion: {page.get('url')}\nDrive: {folder['webViewLink']}", channel="#clients")
    return {"folder": folder["id"], "page": page.get("id")}

FAQ

Common questions

Which form tools can start it?
Any form that can send its answers to a web address when submitted, such as Tally, Typeform, Jotform or a form on your own website. The client name and email from the form are used for the folder and Notion page.
What is copied from the template folder?
Every document in your template folder is copied into the new client folder, named with the client's name. Updating the template changes what future clients receive, while existing client folders stay as they are.
Can the client see the folder?
Only if you share it with them. The folder is created in your Drive, and you can choose to share it with the client from the link in the Slack message.
What permissions does it need?
drive.file; Notion insert content. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Create a Drive folder and Notion page for each new client” from your assistant

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