Update project folder names from record updates instantly
Update project folder names from record updates instantly
Your project records and folders can drift out of sync when titles change, causing misplaced files. The workflow keeps folder names aligned with record titles so coordinators find files within minutes.
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Overview
Misnamed folders slow coordinators down and create risk during handoffs. This flow keeps storage folder names aligned with your canonical project records so coordinators find files quickly and handoffs happen the same day.