Client Delivery

File Delivery & Handoff

Delivery is the moment clients judge whether you are organised. This workflow reacts to a file landing in the delivery folder by sharing it correctly, sending a handover email that explains what is in it, logging the delivery and scheduling the check-in.

6 stepsRequires Zapier Starter or higher15 minEasy

Google DriveGmailGoogle SheetsDelay by Zapier

What you get

Deliverables are shared with correct permissions every time.

Clients get an explanation, not just a link.

Every delivery is logged with a date you can point to.

Workflow blueprint

When this happens

Google DriveNew File in Folder

1GD

Google DriveAdd File Sharing Preference

2GM

GmailSend Email

3GS

Google SheetsCreate Spreadsheet Row

4DE

Delay by ZapierDelay For

5GM

GmailSend Email

The full blueprint — every field mapping, example value and the written copy for each message — is included with purchase.

Getting it into Zapier

Build this one from the recipe. The blueprint gives you the exact trigger, action events and field mapping for all 6 steps, so it is a copy-and-paste job rather than a design job.

You need your own Zapier account. Zapier’s Free plan runs single-step Zaps only; multi-step Zaps need a paid plan, and Paths and Webhooks need Professional. How this works →

Not on Zapier?

n8n — import and go

An n8n workflow JSON ships with this template. Import it and all 6 steps arrive on the canvas wired in order, and 4 of the 6 nodes arrive with their fields already filled in — the subject lines, the message copy, the delays, the column names. Every step maps to a native n8n node.

What an import cannot carry is your credentials, and the IDs that only exist inside your own account — which spreadsheet, which channel, which board. Those stay in a sticky note under the node, listing what is already done so you do not retype it, and what is left so you can see it.

Make — build guide

A Make-specific guide ships with this template: every module in order, every field value, and the concept translations that catch people out — filters live on the links between modules, and the schedule lives on the scenario rather than in a trigger module.

Self-hosted n8n has no per-task fee, which is worth knowing if this workflow runs at volume. Platform coverage →