Use cases → Documents and Drive
Create a client folder structure the moment a deal closes
Provision a consistent Drive folder tree, seeded with templates and shared with the right people, automatically.
| Who it is for | Professional services firms with a repeatable client onboarding. |
|---|---|
| APIs | Drive API |
| Typical scopes | drive |
The problem
Everyone builds the folder differently. Six months later nobody can find the signed agreement because it lives somewhere unique to whoever set it up.
How it works
- Define the structure once, in code or a template folder.
- On trigger, impersonate a permanent user and create the tree.
- Copy in the templates the matter needs.
- Share with the internal team, and with the client if appropriate.
What changes
Every engagement looks identical from the first day, so anyone can find anything.
Questions people ask
Who owns the files?
The impersonated user. Choose a durable account rather than the person who happens to run the automation.
Want this built?
This is a pattern we run in production. We will set up the delegation and build this on top of it — $500 per hour, most of it working the same day.
Talk to us Or read the setup guideRelated use cases
Generate documents from a template and real data
Produce agreements, letters and reports from a Docs template with fields filled from your systems.
Sort incoming files into the right place automatically
Watch a drop folder, work out what each file is, and file it where it belongs with a consistent name.
Audit who can see what across Drive
Enumerate sharing across the domain and surface documents exposed more widely than intended.