Recipe No. 23 · Operations
New client onboarding kickoff
When a deal is won, create the project, shared folder and kickoff email draft automatically.
- Plan needed
- Make: Core from $12/mo per Axis Consulting; a free tier may cover low volume. Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerMake
- Step 2Google Drive 'Create a Folder' named after…
- Step 3Asana 'Create a Project from Template'
- Step 4Gmail 'Create a Draft' with kickoff agenda…
- Step 5Test with dummy data, then turn it on and…
Ingredients
- CRM (HubSpot/Pipedrive)
- Make.com
- Google Drive
- Asana/Trello/ClickUp
- Gmail
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Make: HubSpot 'Watch Deals' filtered to stage = Closed won.
- Google Drive 'Create a Folder' named after the client; copy your template docs into it.
- Asana 'Create a Project from Template'.
- Gmail 'Create a Draft' with kickoff agenda and folder link.
- Test with dummy data, then turn it on and review results for the first week.