Media production owners: create folders and attach links

Business owners in media production lose onboarding momentum when contacts arrive without a shared folder link, delaying asset delivery. This flow creates a client folder and adds its share link to the contact so account managers start onboarding immediately.

Overview

Onboarding delays stall production and risk missed deliverables for media projects. This workflow ensures every new contact gets a client folder and share link added to their record, so account managers can begin asset collection and production work immediately, eliminating handoff friction and lost files.

Notable Features

Create client folders on new contact
Attach share link to contact record
Notify account manager with link