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Create intake task and client folder from orders

Create intake task and client folder from orders

Your podcast orders lack structured client context, delaying handoffs and setup. It creates intake tasks and client folders so coordinators can onboard same day.

Create intake task and client folder from orders

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Overview

When orders arrive without setup, editors and coordinators lose time and deadlines slip. This flow converts each new order into a filled intake task and client folder, giving your production team everything to start onboarding and editing the same day.

Create intake task and client folder from orders