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Create project folders and notify team by email

Proposal responses arrive without a project folder, so files end up scattered and onboarding stalls. Benefit: create folders and send an email summary to stakeholders within minutes of submission.

Create project folders and notify team by email

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Overview

When proposal responses land without a standard project folder, onboarding and delivery prep slow down while files are tracked down. This workflow creates the project folder structure and emails stakeholders immediately, giving project managers a single source of truth minutes after submission.

Create project folders and notify team by email