Auto-Create Client Project Folders
New client? Nora builds a complete Drive folder structure instantly
When you add a client to your CRM, Nora automatically creates a Drive folder with subfolders (Contracts, Deliverables, Notes), sets sharing permissions, and sends the client a welcome email with the link.
Service businesses spend hours manually creating client folders and organizing templates. With Nora, you add a client record (name, email, project type) and it auto-generates a Drive folder tree: [Client Name]/Contracts, /Deliverables, /Notes, /References. Nora populates each with starter templates (proposal, contract, scope, feedback form). It sets the right permissions—your team gets editor access, client gets either viewer or commenter, depending on your workflow. Nora then emails the client with folder access and instructions. Track folder creation in a Sheets log for invoicing or compliance. Perfect for agencies, consultants, and professional services.
How it works
- Receive new client info via webhook or manual trigger
- Create root folder in Drive with client name
- Generate subfolders: Contracts, Deliverables, Notes, References
- Copy starter templates into each subfolder
- Set folder sharing: team=editor, client=viewer/commenter
- Send welcome email with folder link and access instructions
Frequently asked questions
What does "Auto-Create Client Project Folders" do?
When you add a client to your CRM, Nora automatically creates a Drive folder with subfolders (Contracts, Deliverables, Notes), sets sharing permissions, and sends the client a welcome email with the link.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses Google Drive and Gmail, run by your Operations Manager.
How much time does this save?
Saves approximately 1-2 hours per client, running on-demand when new client added.