Client Onboarding: Tally Forms to Drive, Notion & Slack

This workflow streamlines client onboarding by triggering on Tally form submissions via webhook. It extracts key client details like name, email, project type, and budget, then automatically creates a dedicated Google Drive folder named after the client and project for storing assets.

Next, it adds a new entry to your Notion database with all client info, project scope, and the Drive folder link. Finally, it notifies your Slack team channel with a formatted message containing onboarding details, ensuring instant team awareness without manual effort.

Benefits include massive time savings, reduced errors, and seamless integration across tools. Ideal for agencies, consultancies, or any business handling client intake, it eliminates repetitive tasks and scales effortlessly. Customize folder names, Notion fields, or Slack formatting to fit your needs.

Pre-requirements: Published Tally form, connected Drive/Notion/Slack accounts, and a Notion database with fields like Name, Email, Project Type, Budget, and Folder Link.