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Automate Marketing Agency Client Onboarding: Typeform to Gdrive + AI Research

by Chris RudyUpdated Aug 2026
RequiresGoogle DriveGoogle DriveSlackOpenAIGoogle DocsGoogle DocsGmailGmail
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Google Drive: Create Client FolderGoogle Drive: C…Slack: Post Answers from Intake Form in #new_clients channelSlack: Post Ans…Typeform: Client submit Intake FormTypeform: Clien…OpenAI: Generate Research BriefOpenAI: Generat…Slack: Send Research Brief Draft for ReviewSlack: Send Res…Slack: Approval of Research BriefSlack: Approval…Google Docs: Create a DocumentGoogle Docs: Cr…Google Docs: Update Document Research BriefGoogle Docs: Up…Slack: Notify Research brief is in Google DriveSlack: Notify …Google Drive: Subfolder 01. Finished AdsGoogle Drive: S…Gmail: Welcome EmailGmail: Welcome …Google Drive: Subfolder 02. Raw FootageGoogle Drive: S…Google Drive: Subfolder 03. Product ImagesGoogle Drive: S…Google Drive: Subfolder 04. Ideas and Drafts1Google Drive: S…Google Drive: Subfolder 05. Research Assets1Google Drive: S…Google Drive: Subfolder 06. ArchiveGoogle Drive: S…Google Drive: Subfolder Customers TestimonialsGoogle Drive: S…Google Drive: Subfolder UGC CreatorsGoogle Drive: S…Google Drive: Subfolder Founder ContentGoogle Drive: S…Google Drive: Subfolder Broll LibraryGoogle Drive: S…Google Drive: Subfolder Current Products ONLYGoogle Drive: S…Google Drive: Subfolder Detail ShotsGoogle Drive: S…Google Drive: Subfolder Hero ShotsGoogle Drive: S…Google Drive: Lifestyle ImagesGoogle Drive: L…Google Drive: Before AfterGoogle Drive: B…Google Drive: Mockups GraphicsGoogle Drive: M…IfIf: Slack Approval for Research BriefIf: Slack Appro…Slack: Ask for FeedbackSlack: Ask for …Slack: Capture FeedbackSlack: Capture …OpenAI: Revise Research BriefOpenAI: Revise …Slack: Send Revised Research BriefSlack: Send Rev…SlackGoogle Docs: Create a Document - RevisedGoogle Docs: Cr…Google Docs: Update Revised Document Research BriefGoogle Docs: Up…Slack: Notify Revised Research brief is in Google DriveSlack: Notify R…12345678910111213141516171819202122232425262728293031323334
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STEPS · 34
Starts on an incoming request

On a Typeform submission, creates Google Drive folders, runs OpenAI research into a Google Doc, notifies Slack, and emails the client via Gmail.

Tags

eventadvancedGoogle DriveSlackProject ManagementAI Chatbotdiscoveredpending-review
Connects
googledriveGoogle DriveSlackOpenAIgoogledocsGoogle DocsgmailGmail
CategoryAI Agents & Chatbots
Triggerevent
Complexityadvanced
Nodes35
AddedJun 27, 2026