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Create vendor and project folders and update record

Create vendor and project folders and update record

Your new project records often lack a linked vendor and project folder, causing delayed document access and stalled onboarding. Add folder links to records so coordinators get document access same day.

Create vendor and project folders and update record

Overview

Missing or unlinked project folders create delays for your small operations team and slow vendor onboarding. This flow creates vendor and project folders, writes folder links into the project record, and notifies stakeholders so documents are available same day.

Create vendor and project folders and update record