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Create cohort folder structure and link to record

Create cohort folder structure and link to record

Your CRM cohort records arrive without a shared file folder, leaving materials scattered. Provision a standard folder tree and attach its link to the cohort so teams get access same day.

Create cohort folder structure and link to record

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Overview

When new cohort records are created, missing repositories cause scattered materials and last-minute scrambling. This workflow provisions a standardized folder tree and attaches its link to the cohort record automatically, so program coordinators and sales ops have materials discoverable same day.

Create cohort folder structure and link to record