Create structured job folders and attach record links
Create structured job folders and attach record links
Your job records lack a consistent folder structure, so files are scattered and PMs waste time finding documents. The workflow builds the folder tree and links it to the job record for instant access.
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Overview
When a PM change isn't reflected in your file system, teams spend hours hunting for documents and context. This flow enforces a single folder structure, uploads any provided detail sheet, and writes the folder link back to the job record so coordinators get instant access within minutes.