New client intake form that sets up their Drive folder for you

Short answer: Use a free Google Apps Script that, when a new client fills in your Google Form, creates their Drive folder, copies your template documents in with their details filled, and sends a welcome email. It runs in your own Google account; nothing is sent to us. Setup takes 5 steps: Link your form to a sheet; Make a Settings tab; Mark up your templates; Paste the script; Turn it on.

How to set it up

1. Link your form to a sheet. Make your intake form in Google Forms with a question titled Name, and Email if you want to send a welcome email. In the form's Responses tab, link it to a Google Sheet.
2. Make a Settings tab. In that sheet add a tab called Settings. Paste the link of the Drive folder that holds your client folders in B1, and the link of a folder of template files to copy in B2 (optional). B3 is the welcome email text; leave it blank for none.
3. Mark up your templates. In any Google Docs template, write a question title in double curly brackets where its answer should go, such as {{Name}} or {{Address}}. File names can use {{Name}} too.
4. Paste the script. Open Extensions, then Apps Script, paste in the code from our email, and save. Reload the sheet and a Intake menu appears.
5. Turn it on. Choose Intake, then Turn on intake. From then on each new response gets a folder called the client's name and the date, filled copies of your templates, a Folder link on its row, and an email to you with the link.

Want this set up for your business? Free written scope in 20 minutes

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Good to know

• Only Google Docs templates are filled in. Other files, such as PDFs, are copied as they are.
• The client folder is not shared with the client; share it yourself when you're ready.

Questions

What does this script do?

It is a free Google Apps Script that, when a new client fills in your Google Form, creates their Drive folder, copies your template documents in with their details filled, and sends a welcome email.

How do I set it up?

In 5 steps: 1. Link your form to a sheet; 2. Make a Settings tab; 3. Mark up your templates; 4. Paste the script; 5. Turn it on. The full steps are on this page.

Is it free, and does it send my data anywhere?

It is free: enter your email on this page and we email you the script (Code.gs). It runs in your own Google account; nothing is sent to us.

Can you install it for me?

Yes. We set it up in your Google account in a short Connect session, connect it to your sheet and check that it runs.

Want this connected to the rest of your tools? Send us a short brief.