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Create job folders and attach drive link to opportunity

Create job folders and attach drive link to opportunity

Opportunities arrive without a shared job folder, forcing manual setup and lost documents. You receive a structured Drive folder and an opportunity link so coordinators can access files same day.

Create job folders and attach drive link to opportunity

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Overview

Manual folder setup wastes estimator and coordinator time and delays bids. This flow provisions a full job folder structure, copies the cost calculator, and writes the workspace link to the opportunity so teams have documents ready same day.

Create job folders and attach drive link to opportunity