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Create client onboarding folders from qualifying task records

Create client onboarding folders from qualifying task records

Your onboarding tasks lack a standard client folder, scattering files and delaying team handoffs. It creates a templated folder and links it to the task so coordinators can begin onboarding same day.

Create client onboarding folders from qualifying task records

Overview

Intake tasks that meet onboarding criteria often leave account teams creating folders manually and hunting for files. This workflow provisions a templated client folder and links it to the task so account managers and coordinators can begin onboarding the same day.

Create client onboarding folders from qualifying task records