Upload submitted client files into organized deal folders
Upload submitted client files into organized deal folders
Your incoming file submissions are unfiled per deal, making asset retrieval and campaign prep slow. The workflow places named files into deal folders so campaign managers can use them same day.
Overview
If inbound client files sit unfiled, campaign managers waste time hunting assets and launches stall. This flow ensures submissions are named and placed into deal folders so campaign teams can retrieve deliverables same day.