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The moment it happens

Create a Drive folder and book a kickoff call for each new client

Each new client gets their own Drive folder copied from your template and a kickoff meeting booked next week.

Runs
The moment it happens
Apps
Google Calendar, Google Drive
AI
Not needed
Access
drive.file; calendar.events

Send this to your assistant

Create a ClickRuntime automation: when a new client is posted to my trigger link, create their Drive folder from my template and schedule a kickoff call next week in my calendar.

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 small marketing agency sets up every new client the same way: a Drive folder with Brief, Assets and Reports subfolders, a copy of the onboarding doc, and a kickoff call. Done by hand, folder names drift, a subfolder gets forgotten and the kickoff is booked a week later than it should be.

This automation does the setup as soon as a new client is sent to your trigger link. The folder structure and the kickoff meeting are ready before you have finished reading the signed contract.

What you get out of it

  • Every client folder looks the same

    A fixed structure means anyone on the team knows where the brief, the assets and the reports live, for every client.

  • Kickoff booked while momentum is high

    Booking the first call straight away tells the client the work has started and avoids a quiet week after signing.

  • Nothing forgotten in the rush

    Subfolders and template documents are copied every time, even in a week with three new clients.

  • Fits your existing sales process

    Your CRM, form or contract tool can send the new client to the trigger link, so setup starts from the moment the deal closes.

How it works

What happens, step by step

  1. ClickRuntime starts when a new client is sent to your trigger link.

  2. It creates a folder named after the client in Google Drive and copies your template files into it.

  3. It finds the first free hour in your Google Calendar next week.

  4. A kickoff meeting is booked at that time with the client invited and the folder link in the description.

Before it runs live

  • Connect Google Calendar
  • Connect Google Drive
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Create a Drive folder and book a kickoff call for each new clientjust nowSucceeded
Google Calendar · InviteKickoff: Acme Bakery · Mon 27 Oct, 11:00 · folder ready in Drive under Clients/Acme Bakery

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 Calendar and Google Drive 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_folder_and_kickoff_meeting.pyexample
from datetime import datetime, timedelta, timezone
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials

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

@on_event
def handle(event):
    c = event.json or {}
    creds = Credentials(credentials.connection("google", "work"))
    drive = build("drive", "v3", credentials=creds, cache_discovery=False)
    folder = drive.files().create(body={"name": c["company"], "mimeType": "application/vnd.google-apps.folder",
                                        "parents": [CLIENTS_FOLDER]}, fields="id,webViewLink").execute()
    for f in drive.files().list(q=f"'{TEMPLATE_FOLDER}' in parents and trashed=false", fields="files(id,name)").execute()["files"]:
        drive.files().copy(fileId=f["id"], body={"name": f["name"], "parents": [folder["id"]]}).execute()
    cal = build("calendar", "v3", credentials=creds, cache_discovery=False)
    today = datetime.now(timezone.utc).replace(hour=0, minute=0, second=0, microsecond=0)
    monday = today + timedelta(days=7 - today.weekday())
    busy = cal.freebusy().query(body={"timeMin": monday.isoformat(), "timeMax": (monday + timedelta(days=5)).isoformat(),
                                      "items": [{"id": "primary"}]}).execute()["calendars"]["primary"]["busy"]
    start = next(s for s in (monday + timedelta(days=d, hours=h) for d in range(5) for h in range(9, 17))
                 if not any(b["start"] < (s + timedelta(hours=1)).isoformat() and b["end"] > s.isoformat() for b in busy))
    cal.events().insert(calendarId="primary", sendUpdates="all", body={"summary": f"Kickoff: {c['company']}",
        "description": folder["webViewLink"], "attendees": [{"email": c["email"]}],
        "start": {"dateTime": start.isoformat()}, "end": {"dateTime": (start + timedelta(hours=1)).isoformat()}}).execute()
    return {"folder": folder["id"], "kickoff": start.isoformat()}

FAQ

Common questions

What does the template folder contain?
Whatever you put in it: subfolders, a brief template, a checklist or a welcome document. Everything is copied into the new client folder.
When is the kickoff call booked?
In the first free hour of your working days next week. The client is added as a guest so they receive the invite.
Can the folder be shared with the client?
Yes. The new folder can be shared with the client's email as a viewer or editor when it is created.
What permissions does it need?
drive.file; calendar.events. 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.

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