Create client folders when projects are flagged for ops

Ops coordinators flag projects for folder creation, but misplaced client files stall delivery and handoffs. Create client folders when records are flagged, keeping assets organized for faster handoffs.

Overview

Misplaced client files create delivery friction and messy handoffs for operations. This workflow creates and links a dedicated client folder as soon as a project is flagged, keeping assets organized and handoffs smoother. Teams report fewer misfiled assets and faster handoffs after deploying similar flows.

Notable Features

Create client folder when flagged
Populate folder with project templates
Notify operations of new folder