Create default folders and files in Copilot using Google Drive when a client is created in Copilot


This template will help you create default folders in Copilot and populate them with files from Google Drive. For multiple folders, duplicate the Copilot 'Create a Folder' step as needed. Parent folders must be created before nested folders. For multiple files, duplicate the Google Drive and Copilot 'Create a File' modules for each file.

This is a predefined template that will make the creation of your scenario much easier. Of course, you can always expand and customize the scenario to meet your own individual needs.