HomeAutomated folder and file structure creation for new projectsClient & Project Onboarding AutomationAutomated folder and file structure creation for new projects

Automated folder and file structure creation for new projects

Purpose

 1.1. Standardize and accelerate project kick-off by generating predefined folder and file templates.
 1.2. Ensure all project assets, contracts, creative briefs, and communications are systematically stored.
 1.3. Automate permissions and set up collaboration areas for teams and clients.
 1.4. Reduce onboarding overhead, eliminate manual errors, and enable tracking of project documentation from inception.

Trigger Conditions

 2.1. New client or project added in CRM or project management system.
 2.2. Submission of onboarding form via web, app, or client portal.
 2.3. Detection of signed contract in electronic signature platform.
 2.4. Manually triggered via dashboard or upon status update.

Platform Variants


 3.1. Google Drive
  • API: drive.files.create, drive.permissions.create
  • Automatically generate folder hierarchy and assign user/team access.

 3.2. Dropbox
  • API: /files/create_folder_v2, /sharing/add_folder_member
  • Create templated project folders and set client/team permissions.

 3.3. OneDrive
  • API: /drive/root/children (create), /invite (share)
  • Provision file structures and share with relevant users.

 3.4. Box
  • API: folders.create, collaborations.create
  • Set up project main folders, collaborate with artists/clients.

 3.5. SharePoint
  • REST API: Web/Folders/Add, RoleAssignments
  • Build library structures, grant groups access.

 3.6. AWS S3
  • SDK/API: putObject, putBucketAcl
  • Create and organize bucket folders for assets with permission sets.

 3.7. Microsoft Teams
  • Graph API: /teams/{id}/channels/{id}/filesFolder
  • New channel file folders for team collaboration.

 3.8. Notion
  • API: databases.create, pages.create
  • Generate project workspace and linked file databases.

 3.9. Asana
  • API: /projects, /attachments
  • Auto-create asset containers linked to tasks.

 3.10. Monday.com
  • API: create_item, add_file_to_column
  • Structured folders as board items, file fields for uploads.

 3.11. Trello
  • Power-Up: Attach, Card Repeater
  • Preloaded attachment lists for every new project card.

 3.12. Airtable
  • API: createTable, createAttachment
  • Build project base tables, automate folder links in records.

 3.13. Zoho WorkDrive
  • API: Create Folder, Add Members
  • Template folders generated with access assigned per project.

 3.14. Egnyte
  • API: /v1/fs/ (create folder), /v1/permissions
  • Corporate file tree creation and permission sync.

 3.15. Slack
  • API: files.upload, conversations.create
  • Generate shared channels, initiate pinning of folder links.

 3.16. Miro
  • API: boards.create, boards.share
  • Project boards as collaborative canvases for asset links.

 3.17. Smartsheet
  • API: sheets.create, attachments.attach_url
  • Auto-create sheets with linked project file hosts.

 3.18. Basecamp
  • API: /projects.json, /vaults.json
  • New project folders in Docs & Files segment.

 3.19. Wrike
  • API: folders, attachments
  • Folder trees under project space, attachments per phase.

 3.20. ClickUp
  • API: folders.create, tasks.attachment
  • Space/folder presets and template file attachments.

 3.21. Jira
  • API: project.create, file.attach
  • Create asset folders and attach sample files to kickoff tasks.

Benefits

 4.1. Saves hours for project and admin teams by eliminating repetitive setup tasks.
 4.2. Guarantees consistency and compliance with studio file policies.
 4.3. Reduces risk of misplaced or untracked assets, improving audit readiness.
 4.4. Accelerates client onboarding, increasing client satisfaction and project velocity.
 4.5. Provides secure, role-based access from initiation, maintaining confidentiality.

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