Create onboarding task and contract folders from sheet
Create onboarding task and contract folders from sheet
Updated sheet rows missing linked folders force coordinators to create files manually, slowing client onboarding. It creates the task and folders so work starts same day.
Overview
Missing folders and unassigned tasks stall client starts; this flow converts updated sheet rows into a ready task and a standardized folder set. Coordinators receive organized work items and links within minutes so onboarding begins the same day.