Keep IT client folders ready in shared drive for onboarding

IT admins miss creating client folders from incoming lists, leaving account teams unprepared for onboarding. Folders are created in the shared drive so account teams start onboarding organized.

Overview

IT teams see onboarding stall when client folders aren't created, forcing account teams to hunt for storage. This workflow creates named folders from incoming client lists and notifies account teams, preventing missing directories and enabling faster handoffs into onboarding.

Notable Features

Create folders from incoming client lists
Name folders with consistent format
Notify account teams on completion