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Create onboarding folder, save files, and notify team

Create onboarding folder, save files, and notify team

Your onboarding cards scatter uploaded documents and force manual downloads, delaying review. Files are saved to a project folder and the team is alerted so coordinators can review same day.

Create onboarding folder, save files, and notify team

Overview

When intake cards arrive, scattered attachments create review bottlenecks and slow project starts. This workflow centralizes files into a project folder and alerts coordinators, enabling same-day review and faster onboarding handoffs.

Create onboarding folder, save files, and notify team