Create structured client folders and link them to deals

When new deal records arrive without a workspace, your account and delivery teams scramble to gather documents and miss early milestones. Get a client folder and deal-linked folder URL ready before kickoff.

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Overview

Stop hunting for client documents after a deal is created; this flow provisions a consistent folder structure and attaches the folder link to the deal so account managers and project coordinators can start work immediately. That means fewer delays on handoff and files available the same day the deal is recorded.