Keep operations folders ready when projects are created

Operations coordinators create board items that leave receiving paperwork unfiled, causing delayed handoffs and compliance gaps. This flow creates matching drive folders so staff attach docs fast.

Overview

Operations coordinators lose receiving paperwork and face delayed handoffs when folders aren't created. This workflow creates matching shared drive folders when board items are added, eliminating manual folder setup so staff attach documents quickly and handoffs happen faster.

Notable Features

Create standardized folders on item creation
Attach folder link to board item
Enforce naming conventions for documents