Deliver client folder links to operations coordinators fast

Operations coordinators miss onboarding steps when client folders aren't shared, stalling reviews and frustrating clients. Automated share links and email alerts put editable folders in stakeholders' inboxes so account managers begin onboarding without delay.

Overview

Operations coordinators lose onboarding momentum when client folders aren't shared promptly. This workflow delivers editable links to the right inboxes and collaboration channels, removing manual handoffs so account managers can begin onboarding without delay. The result is fewer missed access incidents and smoother handoffs.

Notable Features

Create editable share links
Email account managers and stakeholders
Log link to central spreadsheet