Move incoming form spreadsheets into client deal folders
Move incoming form spreadsheets into client deal folders
Intake spreadsheets arrive untagged in a shared folder, causing misfiled files. They are routed to the correct client deal folder automatically so billing and ops can finish work same day.
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Overview
When intake spreadsheets land untagged, manual triage stalls billing and onboarding; this flow routes each file into its client deal folder automatically. That reduces hands-on file handling and lets billing and ops complete processing the same day.