Automation Examples (Basic): Applying Folder Templates

Let your pipelines do the work for you: Automate applying a folder structure during stages of your pipelines. For instance, if you offer payroll services, your clients will need to fill out forms. Be prepared by having a folder template with all the necessary docs ready to be automatically applied.

Let your pipelines do the work for you: Automate applying a folder structure during stages of your pipelines. For instance, if you offer payroll services, your clients will need to fill out forms. Be prepared by having a folder template with all the necessary docs ready to be automatically applied.