Skip to content

Create new project folder structure and copy templates

Your project rows without structured folders create inconsistent documents and slow leasing and field handoffs. The automation provisions folders and templates so teams have ready files same day.

Create new project folder structure and copy templates

Workflow preview:

Zap details:

Overview

Manual folder setup slows land projects and leaves documents scattered across drives; this flow standardizes folders and replicates your templates automatically. Project managers and land coordinators get an organized file set within minutes, enabling same-day handoffs and quicker field readiness.

Create new project folder structure and copy templates