Copilot + Google Drive
Create Google Drive files from new Fellow notes
Activate a new client in Copilot and immediately have a dedicated folder created in Google Drive with this streamlined workflow. It simplifies your process by eliminating the need for manual creation, offering an efficient and organized way to manage client files. This reliable automation ensures every new client in Copilot is matched with a corresponding Google Drive folder, for easy document storage and access.
Activate a new client in Copilot and immediately have a dedicated folder created in Google Drive with this streamlined workflow. It simplifies your process by eliminating the need for manual creation, offering an efficient and organized way to manage client files. This reliable automation ensures every new client in Copilot is matched with a corresponding Google Drive folder, for easy document storage and access.
- When this happens...Client Activated
Triggers when a client authenticates in the Copilot for the first time
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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List App Installs
Lists the app installs in a workspace.
Try ItClient Created
Triggers when a new client is created.
Try ItList Clients
Lists the clients.
Try ItCompany Created
Triggers when a company gets created in the Copilot for the first time
Try It
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItClient Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItClient Updated
High-frequency trigger for each client user update.
Try ItQuery param to filter placeholder companies
Try It
