Step 2: Connect Google Drive and Parse Contract Metadata

Transform the contract file name into structured onboarding fields and set your IDs for downstream systems.

1. In Decode File Name, set JavaScript Code to // 🧹 FILENAME PARSER // Naming convention: "[YOUR_EMAIL]" // 1. Get filename const inputName = $input.first().json.name; const filename = inputName ? inputName.replace(/\.pdf$/i, '') : '[YOUR_EMAIL]'; // 2. Split by underscore const parts = filename.split('_'); // 3. Assign variables const clientName = parts[0] || 'UnknownClient'; const projectName = parts[1] || 'NewProject'; const contactEmail = parts[2] || '[YOUR_EMAIL]'; const startDate = new Date().toISOString().split('T')[0]; // 4. Generate Slack channel name (alphanumeric + hyphens only) let safeName = clientName.toLowerCase() .replace(/\s+/g, '-') .replace(/[^a-z0-9\-]/g, '') .replace(/-+/g, '-') .replace(/^-|-$/g, ''); // Fallback for non-ASCII names if (!safeName || safeName.length < 2) { const randomId = Math.floor(1000 + Math.random() * 9000); safeName = `contract-${startDate.replace(/-/g, '')}-${randomId}`; } const slackChannelName = `proj-${safeName}`; const projectCode = (clientName.substring(0, 3) || 'PRJ').toUpperCase() + '-' + Date.now().toString().slice(-4); return { json: { 'Client Name': clientName, 'Project Name': projectName, 'Contact Email': contactEmail, 'Start Date': startDate, slackChannelName, projectCode, originalFileUrl: $input.first().json.webViewLink || '' } };.
2. In Assign Setup Parameters, set googleDriveParentFolderId to [YOUR_ID], notionDatabaseId to [YOUR_ID], googleSheetId to [YOUR_ID], and slackNotificationChannel to [YOUR_ID].
3. Confirm the execution flow goes from Monitor Contract Directory → Decode File Name → Assign Setup Parameters.

Step 3: Configure Google Drive Folder Structure

Create the client’s project folder and a standardized deliverables subfolder.

1. In Generate Project Folder, set Name to {{ $('Decode File Name').first().json['Client Name'] }} - {{ $('Decode File Name').first().json['Project Name'] }}.
2. Set Drive to My Drive and Folder ID to {{ $('Assign Setup Parameters').first().json.googleDriveParentFolderId }}.
3. In Build Deliverables Folder, set Name to 01_Deliverables and Folder ID to {{ $('Generate Project Folder').first().json.id }}.
4. Credential Required: Connect your googleDriveOAuth2Api credentials to both Generate Project Folder and Build Deliverables Folder.

Step 4: Provision Slack and Notion Workspace Assets

Create a Slack channel and Notion project page, then insert a kickoff task.

1. In Provision Slack Channel, set Resource to channel and Channel ID to {{ $('Decode File Name').first().json.slackChannelName }}.
2. Credential Required: Connect your slackOAuth2Api credentials to Provision Slack Channel.
3. In Generate Notion Project Page, set Database ID to {{ $('Assign Setup Parameters').first().json.notionDatabaseId }}.
4. Set the Notion Title property to {{ $('Decode File Name').first().json['Client Name'] }} - {{ $('Decode File Name').first().json['Project Name'] }} and Status to Not Started.
5. In Insert Kickoff Task, set Block ID to {{ $json.id }} and add a to_do block with Text set to Schedule kickoff meeting.
6. Credential Required: Connect your notionApi credentials to both Generate Notion Project Page and Insert Kickoff Task.

Step 5: Append to the Master Sheet and Draft the Welcome Email

Log onboarding details in Google Sheets and generate an AI-written kickoff email.

1. In Append to Master Sheet, set Operation to append and Sheet Name to gid=0.
2. Set Document ID to {{ $('Assign Setup Parameters').first().json.googleSheetId }} and map columns to the provided expressions, such as Client → {{ $('Decode File Name').first().json['Client Name'] }} and Drive Folder → {{ $('Generate Project Folder').first().json.webViewLink }}.
3. Credential Required: Connect your googleSheetsOAuth2Api credentials to Append to Master Sheet.
4. In Draft Welcome Email with AI, keep Prompt Type as define and confirm the Text includes the expressions for client name, project name, and Slack channel.
5. Open OpenAI Chat Engine and set Model to gpt-4o-mini.
6. Credential Required: Connect your openAiApi credentials to OpenAI Chat Engine (this is the language model powering Draft Welcome Email with AI).

Step 6: Configure Output Notifications and Draft Creation

Generate a Gmail draft from the AI output and notify the internal team in Slack.

1. In Compose Gmail Draft, set Resource to draft, Message to {{ $json.output }}, and Subject to Welcome to {{ $('Decode File Name').first().json['Project Name'] }} - Project Kickoff.
2. Credential Required: Connect your gmailOAuth2 credentials to Compose Gmail Draft.
3. In Alert Team in Slack, set Channel ID to {{ $('Assign Setup Parameters').first().json.slackNotificationChannel }} and keep the formatted message text as configured.
4. Credential Required: Connect your slackOAuth2Api credentials to Alert Team in Slack.
5. Verify the execution flow is sequential: Draft Welcome Email with AI → Compose Gmail Draft → Alert Team in Slack.

Step 7: Test and Activate Your Workflow

Run a full test to confirm all assets are created, recorded, and communicated correctly.

1. Manually test by uploading or updating a PDF in the folder configured in Monitor Contract Directory.
2. Confirm a Drive project folder and 01_Deliverables subfolder are created.
3. Verify a new Slack channel exists and a Notion project page with a kickoff task is created.
4. Check the Google Sheet for a new row with the client, project, and links.
5. Open Gmail drafts to ensure the AI-generated email body appears with the correct subject.
6. Look for the onboarding notification in your Slack notification channel.
7. Once verified, switch the workflow to Active for production use.