Create client onboarding folder and tasks after booking
Create client onboarding folder and tasks after booking
When bookings create no client folder, your intake PDFs and links scatter across drives and slow advisor prep. Folders are created with standard PDFs and a task so materials are ready same day.
Workflow preview:
Zap details:
Overview
Bookings should produce ready-to-share client folders so advisors aren’t delayed by missing paperwork. This flow creates the folder, drops in intake PDFs, and generates a task for the team, ensuring materials are available same day.