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Create project folders and template docs from sheet

Create project folders and template docs from sheet

Your project log rows marked Ready lack folders and templates, delaying field crews and lease reviews. Get ready-to-use folders and copied templates so teams can start work same day.

Create project folders and template docs from sheet

Overview

When a project row is marked ready, this flow provisions the project workspace and places starter documents in the right folders without manual setup. That frees project managers and field coordinators to begin lease reviews and site work the same day, removing administrative delays.

Create project folders and template docs from sheet