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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.

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 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

  1. It starts the moment your onboarding form sends a new client or hire.

  2. ClickRuntime creates a folder for them in your Google Drive and copies in the files from your template folder.

  3. It ignores repeat deliveries of the same submission, so each person gets one folder.

  4. 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

RunsThe moment it happens
Create a Drive folder and Slack welcome for every new client or hirejust nowSucceeded
Slack · #onboarding👋 Welcome Northwind Traders (client)! Folder: https://drive.google.com/drive/folders/1aB…

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 Google Sheets
  • Combine it with other Google Drive and Slack 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.
new_client_employee_drive_folder_and_slack_welcome.pyexample
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?
Any form or tool that can send a web request when it is submitted, such as a form builder, a booking page or a payment page. It only needs to include the person's name and whether they are a client or a hire.
Can clients and hires use different templates?
Yes. The automation can pick a template folder based on the type sent by the form, so a client gets project documents and a hire gets HR paperwork.
What if the same person is submitted twice?
Each submission is checked against the ones already handled. A repeated delivery of the same form entry does not create a second folder.
What permissions does it need?
Drive write; Slack chat:write. 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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