Create project folders from new intake form submissions
Create project folders from new intake form submissions
Your form submissions create projects without a standard file structure, causing misplaced documents and slow handoffs. Create project subfolders automatically so coordinators can start work same day.
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Overview
When intake forms don't produce a consistent folder, project kickoffs stall and documents get misplaced. This flow creates a standardized project root and core subfolders automatically from each submission, so coordinators have an organized workspace and can begin work the same day.