Create folders with Google Drive files for new Copilot clients
Setting up a new client in Copilot and need to ensure all related documents are immediately organized and accessible? This streamlined automation helps you maintain an orderly system without manual effort. Every time a new client is created in Copilot, it automatically locates a specific file channel and searches for a corresponding file in Google Drive. Then, a folder and file for this client are promptly created in Copilot, keeping your client-related documents perfectly organized and ready to use.
Setting up a new client in Copilot and need to ensure all related documents are immediately organized and accessible? This streamlined automation helps you maintain an orderly system without manual effort. Every time a new client is created in Copilot, it automatically locates a specific file channel and searches for a corresponding file in Google Drive. Then, a folder and file for this client are promptly created in Copilot, keeping your client-related documents perfectly organized and ready to use.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this...Find a File Channel
Search for a file channel by ID or by membership type, membership entity and member. If ID is passed in, the other search criteria are ignored. If ID is not passed in then all other search criteria "AND" together to find a file channel.
- then do this...Find a File
Search for a specific file by name.
- then do this...Create Folder
Creates a folder in a specified file channel.
- then do this!Create File
Creates a file in a specified files channel.
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