Agency client onboarding — folders, brief, and welcome email from one form

An intake form in Typeform sets the client up entirely: a folder structure in Nextcloud, a research brief in Google Cloud Firestore approved in Slack, and a welcome email through Gmail.

  • The client's full folder structure, right away
  • The research brief written from the intake answers
  • Brief review and edits happen in the chat
  • The client's welcome email goes out immediately
Connect Typeform and goScriptera

How it works

To pass leads from Nextcloud to Slack automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Typeform: Client submit Intake Form
  2. Then: Slack: Post Answers from Intake Form in #new_clients channel
  3. Then: Google Drive: Create Client Folder
  4. Then: Google Drive: Subfolder 01. Finished Ads
  5. Then: Google Drive: Subfolder 02. Raw Footage
  6. Then: Google Drive: Subfolder Customers Testimonials
  7. Then: Google Drive: Subfolder UGC Creators
  8. Then: Google Drive: Subfolder Founder Content
  9. Then: Google Drive: Subfolder Broll Library
  10. Then: Google Drive: Subfolder Current Products ONLY
  11. Then: Google Drive: Subfolder 03. Product Images
  12. Then: Google Drive: Subfolder Hero Shots
  13. Then: Google Drive: Subfolder Detail Shots
  14. Then: Google Drive: Lifestyle Images
  15. Then: Google Drive: Before After
  16. Then: Google Drive: Mockups Graphics
  17. Then: Google Drive: Subfolder 06. Archive
  18. Then: Google Drive: Subfolder 04. Ideas and Drafts1
  19. Then: Google Drive: Subfolder 05. Research Assets1
  20. Then: OpenAI: Generate Research Brief
  21. Then: Slack: Send Research Brief Draft for Review
  22. Then: Slack: Approval of Research Brief
  23. Check: If: Slack Approval for Research Brief
  24. If yes: Google Docs: Create a Document
  25. Then: Google Docs: Update Document Research Brief
  26. Then: Slack: Notify Research brief is in Google Drive
  27. If no: Slack: Ask for Feedback
  28. Then: Slack: Capture Feedback
  29. Then: OpenAI: Revise Research Brief
  30. Then: Slack: Send Revised Research Brief
  31. Then: Slack
  32. Then: Google Docs: Create a Document - Revised
  33. Then: Google Docs: Update Revised Document Research Brief
  34. Then: Slack: Notify Revised Research brief is in Google Drive
  35. Then: Gmail: Welcome Email

You can launch this Nextcloud + Slack integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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