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Create a folder for new clients in Copilot file channel

Create designated folders for new clients in specific file channels to improve document organization and management. Use Copilot to trigger on client creation, find the right file channel, and set up the folder.

Create a folder for new clients in Copilot file channel

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Overview

Create designated folders for new clients in specific file channels to improve document organization and management. Use Copilot to trigger on client creation, find the right file channel, and set up the folder.

Create a folder for new clients in Copilot file channel