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Create project folder, update record, and notify owner

Create project folder, update record, and notify owner

You add product records without a folder, so project owners hunt for files and kickoff prep stalls. Create the folder, update the CRM, and alert the owner so work can start same day.

Create project folder, update record, and notify owner

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Overview

When product records land without a project folder, kickoff work stalls and owners waste time finding files. This flow creates a shared folder, writes links back to the CRM, and emails the owner so project teams can start work the same day.

Create project folder, update record, and notify owner