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Create project folder from intake and tag metadata

Create project folder from intake and tag metadata

Intake records arrive with no project folder or metadata, hampering coordinators. It creates a folder, applies opportunity metadata, and notifies systems so work can start same day.

Create project folder from intake and tag metadata

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Overview

Intake that lands without a project folder forces coordinators to hunt for files and delays kickoff. This flow creates a named project folder, tags it with intake metadata, and pushes the link to downstream systems so teams can begin work the same day.

Create project folder from intake and tag metadata