Create customer folders across cloud storage for onboarding
Create customer folders across cloud storage for onboarding
Newly activated accounts often lack organized deliverables folders, causing onboarding delays and lost files for implementation teams. Folders are created automatically so onboarding begins same day.
Overview
When accounts flip to active without structured folders, onboarding and handoffs stall while teams recreate missing directories. This workflow creates named customer folders automatically and records links back to the account so coordinators can begin delivery work the same day.