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  1. File & Folder Automation
  2. File & Folder Management
  3. Dynamic folder organization

Create folders based on updates to deal properties for organized management

This automation category streamlines folder management by dynamically creating and cleaning up folders based on updates to deal properties and time-based triggers. It keeps file storage tidy by automatically organizing new project or deal-related files into relevant folders and removing outdated or unused items after a specified period. Users benefit from reduced manual effort, consistent organizational structure, and improved clarity across their file repositories.

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