Operations
Client Onboarding Folders
Automatically create a structured Google Drive folder system as soon as a new client is signed.
The Challenge
Scaling client onboarding requires tedious manual creation of folder structures and permissions.
The Solution
Automation that creates a standardized Google Drive folder hierarchy (Contracts, Assets, Reports) immediately upon contract signing.
The Impact
- ✦
Reduced onboarding time by 30 minutes per client and guaranteed organizational consistency.
Project Details
client
Agency Partner
service
Automation
sector
B2B Services
year
2024
Tools Used
n8n Google Workspace