Business owner: create shared trip folder from board change
Business owner: create shared trip folder from board change
Business owners managing travel lose trip paperwork when a board column changes, risking missed documents. It creates a shared drive folder on that change so coordinators begin collection immediately.
Overview
Business owners risk missed paperwork and delayed trip readiness when folders aren't created after board updates. This flow creates and shares a dedicated drive folder on the column change so operations and travel coordinators start collecting files immediately, eliminating folder hunting and reducing preparation delays.
Notable Features
- Create shared drive folders from boards
- Set folder permissions for coordinators
- Attach folder link to trip record