Organize new client intake folders in Google Drive, extract info with Formatter, find records in Airtable, and move files
Organize new client intake folders in Google Drive, extract info with Formatter, find records in Airtable, and move files
Organize new client intake folders by extracting relevant information from Google Drive, updating records in Airtable, and moving files to the appropriate client folders. Enjoy faster onboarding and improved file management.
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Overview
Organize new client intake folders by extracting relevant information from Google Drive, updating records in Airtable, and moving files to the appropriate client folders. Enjoy faster onboarding and improved file management.