I’m currently trying to improve how I handle client onboarding, specifically, the folder structures we set up in Google Drive. Right now, I’ve been creating folders manually for each new client, with subfolders for contracts, reports, communications, etc. But as the volume increases, it’s becoming really time-consuming and prone to inconsistencies. I’m wondering if anyone has a system, tool, or tip for bulk-creating structured folders efficiently? Ideally something that works with Google Drive.
I recently came across a tool called EZFolders that lets you generate folder structures using AI, either by typing a command or uploading a CSV. It also has an AI assistant that helps guide you if you’re not sure how to format things. Seems like it could help, but I’m curious if anyone here has used it or knows more about it before I dive in. Would love to hear what others are doing to save time with this kind of task!
You can do this with the free, open source, command-line, indispensable GAM tool. Check out:
for more details.
Specifically, see https://github.com/GAM-team/GAM/wiki/GoogleDriveManagement/dfcfd0f15b1ca272392f7297df72bde7d20e0942#...
Hope that helps,
Ian
To expand upon icrew’s reply. It sounds like you might have graduated to the point where you need a full-blown CRM solution, like Salesforce, rather than a general-purpose platform like Google.
At least for the repeatble creation of template documents and folders this can be handled pretty easily with Apps Script, the scenario could be:
1. Create a 'master' shared drive with the folder structure, documents, and names (maybe with a placeholder title for the new customer, i.e customerName - contract)
2. Create a Google Form that takes in necessary values (name, date, and other variables)
3. Create an apps script (using gemini app for the code) that will grab the template drive ID from step #1, then based off that recursively go through it and create new folders/documents using the Drive service . Appscript can then also replace and rename the files based on the variables you gathered from the form
4. Connect the Form to the script so that it triggers whenever it is submitted
@StephenS as @KevinApodaca suggests you can use Apps Script but you could make a frontend in AppSheet to do this, e.g. automatically create folder or projects or clients etc.