📝 Automation: Instantly Onboard New Clients from Tally Form to Notion, Google Drive & Slack
📝 Automation: Instantly Onboard New Clients from Tally Form to Notion, Google Drive & Slack This automation streamlines the client onboarding process by integrating Tally, Notion, Google Drive, and Slack. When a potential client submits a Tally form, the automation is triggered via a webhook, automatically handling all onboarding steps without manual intervention. ⚙️ How It Works – Step-by-Step Form Submission Triggered A new Tally form submission is received via a webhook. Client Data Extraction The automation extracts essential client details from the form, including: -Name -Email -Project Type -Budget Google Drive Folder Creation A dedicated Google Drive folder is generated using the client’s name and project type for storing onboarding assets. Notion Database Entry Creation A new item is added to a specified Notion database, storing: Client information Project scope Folder link Slack Team Notification A Slack message is sent to your designated team channel containing all onboarding details, ensuring the team is informed instantly. ✅ Pre-Conditions / Requirements A published Tally form collecting client data. A connected Google Drive account with folder creation permissions. An existing Notion database with columns for name, email, budget, etc. A Slack workspace with an active bot/token integrated with the automation tool. 🛠️ Notion Database Structure Your Notion database should include at least the following fields: -Name (Text) -Email (Email) -Project Type (Select) -Budget (Select) -Onboarding Folder Link (URL) 🧩 Customization Guidance You can modify the Google Drive folder naming convention to include a timestamp or custom ID. Adjust Slack message formatting to include project-specific tags or mention specific team members. Extend the Notion entry to include more fields like project deadline or contact notes. An n8n automation workflow template by Muhammad Ahmad.
Muhammad Ahmad
web
free
Others in the same category, ranked by how often they are opened.
