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Create client folders and store questionnaire files in workspace

Create client folders and store questionnaire files in workspace

You get questionnaire DOCX files in a shared Drive folder, and unfiled results stall campaign prep. Centralize files into correct client folders so managers can access responses same day.

Create client folders and store questionnaire files in workspace

Overview

Unsorted questionnaire files slow campaign readiness and force manual searching. This flow parses incoming documents, finds or creates the right client folder, and places each response where campaign managers can access it same day.

Create client folders and store questionnaire files in workspace