Streamline operations onboarding by creating folders and spreadsheet rows

Operations coordinators lose contract details when onboarding is manual, causing scheduling gaps. Create project folders and booking rows so ops begin onboarding with organized files.

Overview

Manual contract handoffs create scheduling gaps and missed onboarding steps for operations. This workflow turns every signed contract into a project folder and booking row, eliminating manual omissions so ops start onboarding with organized files and reliable handoffs.

Notable Features

Create project folders and subfolders
Add booking rows to master spreadsheets
Assign folder ownership to coordinators