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Keep operations coordinators' social assets in client folder

Operations coordinators manually move social media assets, leaving SFA folders incomplete and delaying handoffs. Assets land in the client's SFA folder and task advances, so coordinators avoid manual transfers.

Keep operations coordinators' social assets in client folder

Overview

Operations coordinators lose time and risk delayed campaign handoffs when social assets live in multiple places. This workflow centralizes every social media file in the client's SFA folder and advances the onboarding task, eliminating manual transfers and preventing missed handoffs.

Notable Features

  • Upload assets to client folder
  • Advance onboarding task status
  • Loop through multiple asset files

Keep operations coordinators' social assets in client folder