Create onboarding company record and Google Drive folder

Your deal-stage changes leave client info unrecorded and folders missing for onboarding. Get a company record, Drive folder, and team alert provisioned so onboarding starts same day.

Overview

Missing company profiles and folders slow down onboarding and force manual handoffs for program coordinators. This flow provisions a canonical company record, creates a Drive folder, and alerts your team so onboarding and success staff can begin the kickoff the same day.