When a deal hits production planning, the agent creates the Drive folder, generates the 50% deposit invoice.
Verified 2026-07-07
Founder-ExecOps-IT
What it does
When your deal reaches production planning, you get an instant project folder in Google Drive, a 50% deposit invoice ready to send, and a dedicated Slack channel for your team. The agent also fills out the creative brief with discovery notes so work can start immediately without manual setup.
How it works
When it runs
Triggered by an event · Event · on deal stage change
How hands-off
Assists you, you do the final step
Setup
An afternoon · about an afternoon
Works with
Google Drive, LLM, Slack
Tools that fit
Services
Google Drive : Create project folder structure
Slack : Create internal discussion channel via webhook
LLM
LLM : Populate creative brief template with discovery notes
Watch out for
⚠ LLM outputs can sometimes include markdown formatting that breaks simple text fields, so strip all asterisks and backticks before writing to the brief.
⚠ Slack channel names cannot contain spaces or special characters, so sanitize the client name using a slugify function before passing it to the webhook.
⚠ Invoice generation tools often require specific currency codes and tax IDs that might not be in your CRM, so add a validation step to ensure these fields are populated.
⚠ If the discovery notes field is empty or null, the LLM will fail or return generic text, so add a conditional branch to skip invoice creation if no brief data exists.
This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.