Transcript: Automating Client Onboarding, Document Creation, and Data Imports with Bubble, Google Drive, and AI Tools
For our client onboarding process, here's what happens:
Whenever a new customer is created in the system, a webhook is triggered. That webhook listens for the event and starts the automation.
We then use a JSON transformer to clean and prepare the data.
Next, we:
- Check if the customer already exists
- If not, we create a client folder
- We also create an offer template folder, which can later be customized for that specific client
- We create an invoice folder
- Upload the offer template to Google Drive
- Set permissions for each folder
- Finally, we send those folder IDs back to Bubble for tracking and access
The process starts in Bubble and ends in Bubble — but in between, we connect various tools. In this case, we’re primarily using Google Drive.
Example: Creating an Invoice Automatically
We have another scenario where we generate invoices. Here’s how it works:
- A webhook starts the flow
- We apply transformations to the incoming data
- We use a Google Docs template to prepare the invoice
- We generate a PDF using PDFMonkey
- The generated PDF is uploaded back to Google Drive
- Then, we send the download and preview links back to Bubble, so users can easily access the invoice
Example: Importing External Data with Geolocation
We’ve also worked on bulk data import processes for existing customers.
For instance, when importing company data that includes addresses, we use Google Maps to determine the geolocation of each address. That geolocation is added to the customer’s data.
We then send the updated information back into Bubble.
Optionally, we use SendGrid to notify the customer — for example:
"Your data was imported successfully."
