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Create numbered project folders and update the deal record

Create numbered project folders and update the deal record

New deals often arrive without a project folder, so teams lose time finding files. Teams get organized same day when the workflow creates a numbered project folder and writes the code to the deal.

Create numbered project folders and update the deal record

Overview

When a qualifying deal appears, this workflow instantly provisions a numbered project folder and writes the project code back to the deal, removing manual setup. That gives project managers and sales operations consistent workspace and deal context so handoffs happen the same day.

Create numbered project folders and update the deal record