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Create client folder and add share link to contact

Create client folder and add share link to contact

New client contacts often arrive without a shared project folder, leaving producers without files or context. It creates a shared folder and attaches the link to the contact so work can start same day.

Create client folder and add share link to contact

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Overview

Missing project folders stall recording work and force producers into manual file hunts. This flow creates a shared client folder and writes the link to the contact record so producers and coordinators can access assets and start work the same day.

Create client folder and add share link to contact