Create client folder structure from onboarding form entries
Create client folder structure from onboarding form entries
Onboarding form entries often lack a project folder, forcing manual setup and inconsistent files. The flow builds a standard client folder tree so account managers can start work same day.
Overview
When onboarding submissions don't create a workspace, teams spend hours on manual setup and files scatter across drives. This flow guarantees a consistent client folder tree within minutes of form entry, so account managers can begin work the same day and billing has the right files for invoicing.