Kick off new clients with Google Drive, Clio, Google Sheets, and email

Quick Overview This workflow triggers when a client is marked as signed to create a Google Drive matter folder structure, send a compliance-checked kickoff email with a Calendly link, create Clio follow-up tasks, and log onboarding to Google Sheets, then runs weekly to email an internal onboarding summary. How it works 1. Receives a POST webhook when a client is marked as signed and normalizes the incoming client and matter fields. 2. Creates a top-level matter folder in Google Drive and captures the folder ID and URL (or records the failure without stopping the workflow). 3. Creates a standard set of Google Drive subfolders under the matter folder based on a configurable subfolder list. 4. Builds a kickoff email that includes your Calendly scheduling link and sends it through a compliance guardrail sub-workflow. 5. Sends the kickoff email via SMTP only when the guardrail approves it, otherwise skips sending if the client is opted out. 6. Creates configurable onboarding follow-up tasks in Clio with due dates based on day offsets and appends the onboarding record (including Drive folder status) to a Google Sheets master log. 7. Runs every Monday morning to read the Google Sheets onboarding log, summarize the last N days of onboardings and any Drive folder failures, and emails the weekly summary via SMTP. Setup 1. Configure the “When Client Signs” webhook URL in your CRM/PM tool to POST clientname, clientemail, matterid, practicearea, attorneyname, and attorneyemail. 2. Add Google API (OAuth2) credentials with Google Drive access and set n8n variables for ONBOARDINGDRIVEPARENTFOLDERID and (optionally) ONBOARDINGDRIVESUBFOLDERS. 3. Add a Google Sheets credential, set ONBOARDINGLOGSHEETID, and ensure a sheet named “Master Onboarding Log” exists with columns matching the appended fields. 4. Add Clio OAuth2 credentials, set CLIOBASEURL, and ensure the workflow has permission to create tasks for the target account/matters. 5. Add an SMTP credential for sending emails and set FIRMFROMEMAIL, FIRMEMAIL, FIRMNAME, and CALENDLYKICKOFFEVENTURL. 6. Create or link a compliance/guardrail workflow and set GUARDRAILWORKFLOWID to its workflow ID so it can return an approval decision for the kickoff email.