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Create production job and client folders from a deal

Create production job and client folders from a deal

Deals entering design lack job records and client files, causing production delays and extra info requests. The workflow creates a job record and shared client folder so work begins same day.

Create production job and client folders from a deal

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Overview

When a deal reaches design, this flow turns it into a tracked job with organized folders and a client share link so designers and production get everything they need immediately. That removes manual handoffs and lets work begin the same day with links in both the job tracker and the deal.

Create production job and client folders from a deal