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Create client delivery folder and add link to record

Create client delivery folder and add link to record

Project records often lack delivery folder links, so coordinators can't quickly share client assets. It adds a shared folder link to the project record so assets are available same day.

Create client delivery folder and add link to record

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Overview

Missing delivery folders create friction between coordinators and billing, slowing invoicing and client handoff. This flow creates year and client folders, publishes a shareable link, and writes it back to the project record so deliverables are available same day. That reduces follow-up time and keeps your billing cycle on schedule.

Create client delivery folder and add link to record