The moment it happens
Create a Drive folder and Slack welcome for every new client or hire
Each new client or hire gets their own Drive folder copied from your template, and the team sees the link in Slack straight away.
- Runs
- The moment it happens
- Apps
- Google Drive, Slack
- AI
- Not needed
- Access
- Drive write; Slack chat:write
Send this to your assistant
Create a ClickRuntime automation: when my onboarding form sends a new client or hire, create their Drive folder from my template and post the link to #onboarding.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A small consultancy signs two new clients and hires a contractor in the same week. Each time, someone has to remember to make a folder, copy the contract and kickoff templates into it, and tell the team where it lives. Folders end up named three different ways and the link sits in someone's inbox.
With this automation, the onboarding form does that work the moment it is submitted. Every client or hire starts with the same folder layout, and the people who need it see the link in Slack before the kickoff call.
What you get out of it
Every start looks the same
Each folder is built from your template, so contracts, briefs and checklists sit in the same place for every client. Nobody has to hunt for where a file should go.
The team knows on day one
The Slack post tells account managers, finance and IT that someone new has started. Each of them can begin their part without waiting to be asked.
No forgotten steps
Folder creation is tied to the form, not to someone's memory. A busy week no longer means a client waits for their shared space.
Consistent names make search easy
Folders are named from the form data in one format. Finding a client's files months later takes one search.
How it works
What happens, step by step
It starts the moment your onboarding form sends a new client or hire.
ClickRuntime creates a folder for them in your Google Drive and copies in the files from your template folder.
It ignores repeat deliveries of the same submission, so each person gets one folder.
It posts the person's name and the folder link in your #onboarding Slack channel.
Before it runs live
- Connect Google Drive
- Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
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 Google Sheets
- Combine it with other Google Drive and Slack steps into one automation
Under the hood
The code that runs this automation
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, notify, state
PARENT_ID = "your-clients-folder-id"
TEMPLATE_ID = "your-template-folder-id"
@on_event
def handle(event):
if state.get(event.event_id):
return {"skipped": True}
body = event.event
name = body.get("name", "New starter")
drive = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
folder = drive.files().create(body={"name": f"{name} ({body.get('type', 'client')})", "parents": [PARENT_ID],
"mimeType": "application/vnd.google-apps.folder"}, fields="id,webViewLink").execute()
files = drive.files().list(q=f"'{TEMPLATE_ID}' in parents and trashed=false", fields="files(id,name)").execute()
for f in files.get("files", []):
drive.files().copy(fileId=f["id"], body={"name": f["name"], "parents": [folder["id"]]}).execute()
notify.slack(f"Welcome {name}! Folder: {folder['webViewLink']}", channel="#onboarding")
state.set(event.event_id, folder["id"])
return {"folder": folder["id"]}FAQ
Common questions
Which onboarding forms can send the details?
Can clients and hires use different templates?
What if the same person is submitted twice?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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