Create company folder and send prefilled form links

When you get a setup form, missing folders or links stall onboarding and confuse contacts. You receive prefilled form URLs and a company folder sent to the contact, making onboarding ready same day.

Overview

Stop manual folder creation and link assembly for new company setup requests. This flow builds the company folder, generates prefilled sign-up/unsubscribe links, updates your master sheet, and emails the contact so onboarding materials arrive same day.