Create a folder in Google Drive when a client is registered in @pocket

■Overview

This workflow creates a folder in Google Drive when a business partner is registered in @pocket.

‍

■Who This Template Is For

1.Companies that use @pocket as a centralized hub for customer information

・Teams responsible for managing information for each business partner

・Teams that collect and manage information related to customer companies

‍

2.Users who manage files in Google Drive

・Users who create folders for each assigned company

・Users who want to share managed data with their team in an easy-to-understand way

‍‍

■Benefits of Using This Template

Google Drive is ideal for centralized file management.
By also using @pocket to manage information and linking it to files in Google Drive, you can smoothly share the information your team needs to do its work.
However, manually creating a folder in Google Drive every time a business partner is added to @pocket can lead to tasks becoming dependent on specific individuals.

With this template, a folder for the business partner is automatically created in Google Drive whenever a business partner is added to @pocket, eliminating manual work.
Automating folder creation reduces repetitive tasks and allows the entire team to focus on more productive work.
By connecting a chat tool to this workflow, you can also instantly notify the entire team when customer information is registered and a folder is created.

‍

■Important Notes

・Connect both @pocket and Google Drive to Yoom.