Automating client onboarding procedure - Githubissues

coderbunker / gas

G-Suite Google Apps Script (GAS) used with Coderbunker documents

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Automating client onboarding procedure #45

Open andiechu opened 5 years ago

andiechu commented 5 years ago

Requirements

As an account manager, I want to save my time by automation on client onboarding.

Procedure

[ ] client onboarding: create approved freelancers Google group for the client (see issue #72)
[ ] client onboarding: create client Google group for the client
[ ] client onboarding: create admin Google group for the client
[ ] client onboarding: create shared folder for client for the client
[ ] ~~client onboarding: create a record in Coderbunker Opportunities Account and Report~~ (pending)

References

General client onboarding procedure

PS: automation start from step 4.

Coderbunker-client-onboarding-procedure

See details: Coderbunker New Customer - Client Onboarding and Closing | Google Docs

API references

Directory SDK API (v1): https://developers.google.com/apps-script/advanced/admin-sdk-directory and https://developers.google.com/admin-sdk/directory/v1/reference/groups