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Create build task and client folders from onboarding

Create build task and client folders from onboarding

You receive onboarding submissions missing organized assets and context, causing handoffs to stall. Get a ready build task and structured client folders so work can begin same day.

Create build task and client folders from onboarding

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Overview

Manual onboarding handoffs slow launches and waste campaign time. This flow turns each submission into a populated build task with organized folders and a program sheet, so account coordinators can start builds the same day. It reduces setup churn and gives managers immediate access to assets and links.

Create build task and client folders from onboarding