Set up the folders for a new client in Drive
Minda builds the folders for a new client in Google Drive from your template and copies your template docs in. It is a ready-made task for the SI agent in Minda Super Intelligence. It runs when you start it. It works with Google Drive and Google Docs.
In Minda: Tasks → New → Browse tasks → Set up the folders for a new client in Drive. Minda Super Intelligence for Windows is coming soon.
- Ops
- Google Drive
- Google Docs
- Read [parent folder link] to see where client…
- Create a folder for the client there, named the…
- Copy [template docs] into the matching…
- List everything you made with its link
What you get
Follows your layout It reads your parent folder to see where client folders live and how the others are named.
Your template, copied It creates the client folder with your template subfolders and copies your template docs into the right ones.
Named for the client Each copied doc is renamed with the client name, so nothing is left called Template or Untitled.
Share step left to you It writes the share step for you to do, with the folder link, who to share with and what access to give.
Why use this?
Minda sets up the same folders for every client, so you stop copying and renaming by hand. It stops if the client folder already exists, and it never shares, moves, renames or deletes anything.
What it does
- When
- When you start it
- Works with
- Google Drive, Google Docs
- For
- Operations, Founders
- You fill in
- [client name], [parent folder link], [my folder template], [template docs]
How it works
- WhenWhen you start itSave it as a workflow to run it daily at 9am instead
- Step 1Reads your template and parent folder
- Step 2Checks the folder is not already there
- Step 3Creates the client folder set
- Step 4Copies your template docs in
- Step 5Lists the share step for you to do
- ResultFolders made, nothing shared yet
Read [parent folder link] to see where client folders live and how the others are named, and [my folder template] for the subfolders
Create a folder for the client there, named the same way, with those subfolders inside
Copy [template docs] into the matching subfolders, each renamed with the client name
List everything you made with its link
Then write the share step for me to do: the folder link, who to share it with, and what access to give
Rules it keeps
The agent follows these on every run.
If the client folder already exists, stop and say so
Never share, move, rename or delete anything
Never change a file that was already there
The full prompt
This is what the SI agent is asked to do. The parts in brackets are what you fill in.
Set up the folders for my new client [client name] in Google Drive. Read [parent folder link] to see where client folders live and how the others are named, and [my folder template, e.g. Contracts, Invoices, Deliverables] for the subfolders. Create a folder for the client there, named the same way, with those subfolders inside. Copy [template docs, e.g. contract, kickoff agenda, project brief] into the matching subfolders, each renamed with the client name. List everything you made with its link. Then write the share step for me to do: the folder link, who to share it with, and what access to give. Rules: if the client folder already exists, stop and say so; never share, move, rename or delete anything; never change a file that was already there.
Who is it for?
Agency owners You take on new clients often and want the same folders and docs ready each time.
Freelance consultants You work alone and would rather not build a folder tree for every new client.
Operations managers You set up client workspaces and want them laid out the same way every time.
Frequently asked questions
Does it share the folder with the client?
No. It never shares anything. It writes the share step for you, with the folder link and the access to give, and you do it yourself.
What if the client folder already exists?
It stops and tells you. It never changes a file that was already there.
What do I fill in?
The client name, the link to the parent folder, your folder template and the template docs to copy in.
Will it move or delete my files?
No. It only creates folders and copies docs. It never moves, renames or deletes anything that exists.
What do I get at the end?
A list of everything it made with a link to each, and the share step written out for you to do.
Run this task in the Minda app
In Minda: Tasks → New → Browse tasks → Set up the folders for a new client in Drive. Minda Super Intelligence for Windows is coming soon.
Last updated