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Create client project folder from signed contract email

Signed contract emails arrive without a client folder, leaving assets and briefs scattered. Create the client folder so your team can start onboarding the same day.

Create client project folder from signed contract email

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Overview

Signed contracts are a trigger to start revenue-ready work, not a paperwork dead end. This flow creates a client project folder automatically when a contract email arrives so project managers and marketing ops can begin onboarding and organize files the same day.

Create client project folder from signed contract email