Create project folders from record updates for teams
Create project folders from record updates for teams
Your project records often lack a standard folder, causing collaborators to search for files and delay deliverables. Create consistent project folders so teams get organized and share files same day.
Overview
When project records are updated without a place to store files, teams waste time and miss handoffs. This flow creates standardized folders and writes the link back to the record so file locations are known within minutes, enabling same-day handoffs.