Create conversion folders and update case owner with links
Create conversion folders and update case owner with links
Your conversion cases open without a shared folder or template link, forcing owners to hunt for files. Create folders, attach template links to the case, and notify the assignee so work starts same day.
Overview
When conversion cases arrive without folders, owners and coordinators waste time locating client files and conversion templates. This flow creates standardized Drive and template folders, attaches links to the CRM case, and notifies the assigned owner so program coordinators can begin conversion work the same day.