Client Onboarding Automation: Tally Forms to Google Drive, Notion & Slack

📝 Automation: Instantly Onboard New Clients from Tally Form to Notion, Google Drive & Slack This automation streamlines the client onboarding process by integrating Tally, Notion, Google Drive, and Slack. When a potential client submits a Tally form, the automation is triggered via a webhook, automatically handling all onboarding steps without manual intervention.

⚙️ How It Works – Step-by-Step Form Submission Triggered A new Tally form submission is received via a webhook.

Client Data Extraction The automation extracts essential client details from the form, including:

-Name

-Email

-Project Type

-Budget

Google Drive Folder Creation A dedicated Google Drive folder is generated using the client’s name and project type for storing onboarding assets.

Notion Database Entry Creation A new item is added to a specified Notion database, storing:

Client information

Project scope

Folder link

Slack Team Notification A Slack message is sent to your designated team channel containing all onboarding details, ensuring the team is informed instantly.

✅ Pre-Conditions / Requirements A published Tally form collecting client data.

A connected Google Drive account with folder creation permissions.

An existing Notion database with columns for name, email, budget, etc.

A Slack workspace with an active bot/token integrated with the automation tool.

🛠️ Notion Database Structure Your Notion database should include at least the following fields:

-Name (Text)

-Email (Email)

-Project Type (Select)

-Budget (Select)

-Onboarding Folder Link (URL)

🧩 Customization Guidance You can modify the Google Drive folder naming convention to include a timestamp or custom ID.

Adjust Slack message formatting to include project-specific tags or mention specific team members.

Extend the Notion entry to include more fields like project deadline or contact notes.