Sales ops: create standardized event folders from confirmations
Sales ops: create standardized event folders from confirmations
Sales ops miss show confirmations, causing production to miss contract handoffs. The workflow creates standardized event folders on submission so sales ops access contracts before handoffs.
Overview
Missing or inconsistent event folders cause last-minute handoffs and contract delays. This workflow guarantees that every confirmed show gets a standardized folder hierarchy and backups the moment a confirmation arrives, so sales ops and production always have accessible contracts and assets. Operations report fewer missing files and smoother planning handoffs when folders are provisioned consistently.
Notable Features
- Create standardized folder hierarchy
- Make backups for marketing and settlement
- Notify ops and production on creation