Create launch partner folders and link to deal
Create launch partner folders and link to deal
When a launch deal advances, no standard partner folder exists and assets are scattered across drives. Your launch coordinators get a ready folder set with links attached so they can start onboarding same day.
Overview
Deals moving into a launch stage often lack a prepared document workspace, which slows onboarding and marketing handoffs. This flow provisions a standard folder set, copies the offering draft, and writes links back to the deal in minutes so coordinators can begin onboarding same day.