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Create production task from client files and notify billing

Create production task from client files and notify billing

Your design file submissions often lack task or billing context, delaying production and invoicing. The workflow creates a production task, stores files, and notifies billing so work and invoicing start same day.

Create production task from client files and notify billing

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Overview

When client files arrive untracked, production and billing stall; this flow turns each submission into a ready-to-action task and centralized file within minutes. Project managers and billing staff can start work and invoice the client the same day.

Create production task from client files and notify billing