Create project card when a new proposal document is sent

Your sent proposal documents often leave team members without client context for follow-up. The automation creates a project card with client and price details so account managers can act same day.

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Overview

Sent proposals should trigger immediate action, not sit in an inbox. This flow creates a project card with client, price, and link details so account managers can follow up and start onboarding the same day. It gives leadership visible, board-level tracking of sent proposals.