Send new client folder link to assigned client contact

New client folders in Drive often miss shared links, leaving coordinators and clients without access. You get the folder shared link emailed to the assigned contact so onboarding can start same day.

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Overview

Manual folder sharing slows client onboarding and creates friction between coordinators and clients. This flow creates the share link and emails it to the assigned contact as soon as a folder is created, letting onboarding proceed the same day and freeing coordinators for higher-value work.