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.

Create onboarding task and contract folders from sheet

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.

Create onboarding task and contract folders from sheet