Create default folders and files from Google Drive in Assembly (formerly Copilot) when a client is created
Allene Norton
45 steps
5 minutes
Make
Google Drive
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "Copilot"
3
Click "Watch Created Clients"
4
Click "Add". If you don't have any existing webhooks, click "Create"
5
Label your webhook in Make and click "Save"
6
Click "Copy address to clipboard"
7
In a new tab go to the Copilot Dashboard
8
Click "Settings"
9
Click "API"
10
Click "New webhook"
11
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
12
Click the "Events to send" field.
13
Click "client.created"
14
Click "Update"
15
Click "Confirm"
16
Back in Make, click "OK" to finish setting up the trigger
17
Add a new module and select “Copilot”
18
Click "List File Channels"
19
Click here.
20
Click "ID"
21
Click "OK"
22
Add a new module and search for “Google Drive”
23
Type "google drive"
24
Click "Download a File"
25
Click "Enter manually"
26
Click "Select from the list"
27
Click "Click here to choose file"
28
Click "invoices.csv"
29
Click "OK"
30
Add a new module and select “Copilot”
31
Click "Create a Folder"
32
Click here.
33
Click "ID" in the List File Channels section
34
Click here.
35
Type the name of the folder you wish to add. For multiple folders, repeat the steps for this module
36
Click "OK"
37
Add a new module and select “Copilot”
38
Click "Create a File"
39
Click here.
40
Click "ID"
41
Click here.
42
Click "Name"
43
Type "/"
44
Click "Name"
45
Click "OK". For multiple files, repeat the steps for this module
Create default folders and files from Google Drive in Assembly (formerly Copilot) when a client is created
Allene Norton
45 steps
5 minutes
Make
Google Drive
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "Copilot"
3
Click "Watch Created Clients"
4
Click "Add". If you don't have any existing webhooks, click "Create"
5
Label your webhook in Make and click "Save"
6
Click "Copy address to clipboard"
7
In a new tab go to the Copilot Dashboard
8
Click "Settings"
9
Click "API"
10
Click "New webhook"
11
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
12
Click the "Events to send" field.
13
Click "client.created"
14
Click "Update"
15
Click "Confirm"
16
Back in Make, click "OK" to finish setting up the trigger
17
Add a new module and select “Copilot”
18
Click "List File Channels"
19
Click here.
20
Click "ID"
21
Click "OK"
22
Add a new module and search for “Google Drive”
23
Type "google drive"
24
Click "Download a File"
25
Click "Enter manually"
26
Click "Select from the list"
27
Click "Click here to choose file"
28
Click "invoices.csv"
29
Click "OK"
30
Add a new module and select “Copilot”
31
Click "Create a Folder"
32
Click here.
33
Click "ID" in the List File Channels section
34
Click here.
35
Type the name of the folder you wish to add. For multiple folders, repeat the steps for this module
36
Click "OK"
37
Add a new module and select “Copilot”
38
Click "Create a File"
39
Click here.
40
Click "ID"
41
Click here.
42
Click "Name"
43
Type "/"
44
Click "Name"
45
Click "OK". For multiple files, repeat the steps for this module
