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Create client folders and team channels at intake

Create client folders and team channels at intake

Onboarding submissions arrive without folders or channels, leaving teams scrambling to share client assets. Teams get folders and channels created automatically so onboarding starts the same day.

Create client folders and team channels at intake

Overview

New client intake often leaves account teams waiting for folders and workspace setup, which slows kickoff and increases manual work. This flow creates a consistent folder set, team channels, and a table record from each form submission so coordinators can start onboarding the same day and eliminate repetitive setup tasks.

Create client folders and team channels at intake