Creating a new client folder in Google Drive is a two-minute task — and a task that happens identically for every new client. Name the folder, create subfolders (Invoices, Assets, Deliverables, Meeting Notes), share it with the client with view-only permissions, save the URL in the CRM. Make.com automates this entire sequence as one step in the client onboarding scenario, triggered the moment a new client record is created in Airtable.
The Make.com Google Drive Module
Make.com's Google Drive module has actions for creating folders, creating sub-folders, setting sharing permissions, and generating shareable links — all configurable without code. The onboarding scenario creates the top-level client folder using the company name from the Airtable record, creates the standard subfolders in a single additional step, sets the sharing permission to the client's email address as viewer, and stores the folder URL back to the client's Airtable record. The Softr portal's Documents page then surfaces this folder URL as a direct link within the client's portal view.
Permissions and Security
Clients do not access Drive directly. The Softr portal's Documents section displays specific files and folders that have been explicitly shared in the portal — the client cannot browse your entire Drive. The Google Drive folder is your internal working folder; the portal presents a curated view of its contents. This separation ensures clients see organized, relevant documents without exposing the full file structure. The full stack demonstration is at omnionlinestrategies.com/client-portal-demo.