Keep engineering case files organized from participant forms

Engineers miss folder setup on intake forms, causing onboarding delays and incomplete case records. Create a standardized folder tree so program admins and managers get organized records fast.

Overview

Missing participant folders create onboarding bottlenecks and risk incomplete case documentation for engineering-led programs. This workflow generates standardized folder trees from each intake form and notifies program admins, eliminating manual setup and improving handoffs. Program administrators report faster handoffs and fewer missing records after rolling out similar flows.

Notable Features

Create participant folder trees
Set role-based folder permissions
Notify admins when folders ready