{"product_id":"n8n-kickoff-automation-google-drive-clio-email","title":"n8n Kickoff Automation: Google Drive, Clio \u0026 Email","description":"\u003ch3\u003eKick off new legal matters automatically—Google Drive folders, a Calendly kickoff email, Clio follow-up tasks, and weekly onboarding reporting\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow springs into action the moment a client is marked as signed. It creates a structured Google Drive matter folder, sends a compliance-checked kickoff email with your Calendly link, sets up Clio onboarding tasks, and logs everything to Google Sheets—then runs every Monday to email an internal onboarding summary.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives a POST webhook (“When Client Signs”):\u003c\/strong\u003e Accepts client and matter fields (including client_name, client_email, matter_id, practice_area, attorney_name, and attorney_email) and normalizes the incoming data.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates Google Drive matter structure:\u003c\/strong\u003e Builds a top-level matter folder, captures the folder ID and URL, then creates standard subfolders under it from a configurable subfolder list. If a Drive step fails, the workflow records the failure without stopping.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends a compliance-guarded kickoff email:\u003c\/strong\u003e Generates a kickoff email that includes your \u003cstrong\u003eCalendly scheduling link\u003c\/strong\u003e, then routes sending through a compliance guardrail sub-workflow.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRespects opt-outs:\u003c\/strong\u003e The workflow sends via \u003cstrong\u003eSMTP\u003c\/strong\u003e only when the guardrail approves it and the client is not opted out.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates Clio onboarding follow-ups:\u003c\/strong\u003e Adds configurable follow-up tasks in \u003cstrong\u003eClio\u003c\/strong\u003e with due dates based on day offsets, and logs onboarding details (including Drive folder status) to a \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e master log.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns weekly reporting (Mondays):\u003c\/strong\u003e Reads the Sheets onboarding log, summarizes the last N days (including any Drive folder failures), and emails the internal onboarding summary via SMTP.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eInstantly provision new matters in Google Drive when a client signs, with standardized subfolders.\u003c\/li\u003e\n  \u003cli\u003eSend kickoff emails with scheduling links while enforcing a compliance guardrail and honoring opt-outs.\u003c\/li\u003e\n  \u003cli\u003eAutomate Clio follow-up task creation and keep a single onboarding source of truth in Google Sheets.\u003c\/li\u003e\n  \u003cli\u003eGet a weekly internal email summarizing new onboardings and any Drive provisioning failures.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eTrigger:\u003c\/strong\u003e Webhook (POST) for “When Client Signs”\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLogic:\u003c\/strong\u003e if, code, no op\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCommunication:\u003c\/strong\u003e email send via SMTP (guardrail-controlled)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWorkflow components:\u003c\/strong\u003e sticky note (documentation)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e Google Drive, Google Sheets, Clio, Calendly (link included in email), SMTP\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46058955440307,"sku":"N8N-19679","price":42.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/dWH2cInO5zKY7qSEK1QhF_NvS2aG6J.png?v=1789722795","url":"https:\/\/buyflowscripts.com\/products\/n8n-kickoff-automation-google-drive-clio-email","provider":"N8N Commerce","version":"1.0","type":"link"}