Create project folders from closed-won deals for onboarding

Closed deals often lack a project workspace, leaving project coordinators without folders or delivery context. The workflow creates folders and adds links to your deals table so teams can start work same day.

Overview

When deals close, your operations team needs a ready workspace and a single source of truth—this flow creates a project folder and writes its link back to your deals table so delivery can begin the same day. It removes manual handoffs and shortens setup time for your sales ops and project coordinators.