Create project folder from quote booking calendar events
Create project folder from quote booking calendar events
Your quote bookings lack a ready workspace, so files and scope notes end up scattered across folders. Create the project folder automatically so coordinators have materials organized same day.
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Overview
Quote bookings often arrive without a ready workspace, leaving coordinators scrambling for files and notes. This flow creates the project folder as the booking appears, giving program coordinators and project managers a shared workspace and organized materials the same day.