Automate Client Folder Setup Kit

This Kit includes an automation that creates a Google Drive folder for each new client, pastes the link into your Client Pipeline project, and can auto-assign a task to a team member — making client onboarding fast and hands-free. Install in one click - each Taskade Kit ships with workflows, agents, and data inside.

This Taskade AI Kit installs 3 projects + 1 flow into your workspace in one click.

What is inside Automate Client Folder Setup Kit

• Automate Client Folder Setup Kit Quickstart Guide - Project
• New Client Pipeline Project (Sample) - Project
• New Client Pipeline Project - Project
• Automatically Create New Client Folder - Automation flow

What you can do with this kit

• Install every app, agent, project, and automation it contains in one click.
• Everything lands in your Taskade workspace ready to run, wired together.
• Customize any piece afterwards: rename projects, edit agent instructions, rewire flows.
• Share it with your team, or publish the app on your own custom domain.