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Create onboarding task and shared folder for new client

Create onboarding task and shared folder for new client

You receive onboarding form submissions without folders, tasks, or access links, which stalls setup and handoffs. It creates tasks, shared folders, and notifications so onboarding is ready same day.

Create onboarding task and shared folder for new client

Overview

When onboarding forms arrive without folders or next steps, setup stalls and your coordinators spend time on manual tasks. This workflow converts each submission into a complete onboarding package—shared folder, tracker, record, and an assigned task—so teams can start work within hours, ahead of the kickoff.

Create onboarding task and shared folder for new client