Automating client onboarding procedure

[andiechu]

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 client onboarding: create approved freelancers Google group for the client #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.

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