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Create Project Folders

Create shared folders by project ID and send requesters their links

Use this Agent instantly or customize it - no programming needed

Create and share approved project folders

Reads

Approval change
Approval change
A move to Approved starts a run for your project.
Project details
Project details
Your project row identifies the requester and holds the details needed to name and link the folder.
Other project IDs
Other project IDs
Other project rows reveal whether another project already uses this ID.
Folders in the shared parent
Folders in the shared parent
Folders under your chosen parent reveal an existing or conflicting project ID.
Folder settings
Folder settings
Your chosen parent and naming pattern tell the Agent where and how to create the folder.

Project register

Project register

Your project register flags approvals, checks project IDs, and stores each folder link.

Shared drive

Shared drive

Your shared drive checks the shared parent and creates project folders there.

Is the project ID missing or used on another project row?YesNo

Tell the requester which ID issue to fix.

Writes

Requester message
Requester message
Your requester gets the folder location or the exact ID or duplicate problem.

Team chat app

Team chat app

Your team chat app messages requesters and alerts the coordinator when a handoff stops.

Does the row have a folder link or a folder already use this ID?YesNo

Ask the requester to review the existing folder.

Writes

Requester message
Requester message
Your requester gets the folder location or the exact ID or duplicate problem.

Is the project name or requester chat ID missing?YesNo

Alert the project coordinator to the missing detail.

Writes

Coordinator alert
Coordinator alert
Your project coordinator gets the specific missing detail or write failure in chat.

Create the folder and write its link to the project row.

Writes

Project folder
Project folder
Your shared parent gains one folder named with the project ID and project name.
Folder link
Folder link
Your approved project row holds the new folder's opening link.

Did folder creation or the row update fail?YesNo

Alert the project coordinator to the failed handoff.

Writes

Coordinator alert
Coordinator alert
Your project coordinator gets the specific missing detail or write failure in chat.

Message the requester with the folder name and link.

Writes

Requester message
Requester message
Your requester gets the folder location or the exact ID or duplicate problem.

This Agent waits for project approval and checks the ID for duplicates. It creates the missing folder and saves its link on the project row. It tells the requester where to find it or what needs fixing.

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Slack

Used as:

Team chat app
Slack messages requesters and alerts the coordinator when a handoff stops.

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Google Drive

Used as:

Project register
Google Drive flags approvals, checks project IDs, and stores each folder link.
Shared drive
Google Drive checks the shared parent and creates project folders there.

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ClickUp

Used as:

Project register
ClickUp flags approvals, checks project IDs, and stores each folder link.
Shared drive
ClickUp checks the shared parent and creates project folders there.
Team chat app
ClickUp messages requesters and alerts the coordinator when a handoff stops.

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Zoom

Used as:

Team chat app
Zoom messages requesters and alerts the coordinator when a handoff stops.

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Google Contacts

Used as:

Project register
Google Contacts flags approvals, checks project IDs, and stores each folder link.
Shared drive
Google Contacts checks the shared parent and creates project folders there.

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Dropbox

Used as:

Project register
Dropbox flags approvals, checks project IDs, and stores each folder link.
Shared drive
Dropbox checks the shared parent and creates project folders there.
Team chat app
Dropbox messages requesters and alerts the coordinator when a handoff stops.

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WhatsApp Notifications

Used as:

Team chat app
WhatsApp Notifications messages requesters and alerts the coordinator when a handoff stops.

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OneDrive

Used as:

Shared drive
OneDrive checks the shared parent and creates project folders there.

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Google Chat

Used as:

Team chat app
Google Chat messages requesters and alerts the coordinator when a handoff stops.

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Microsoft SharePoint

Used as:

Shared drive
Microsoft SharePoint checks the shared parent and creates project folders there.

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Microsoft Office 365

Used as:

Project register
Microsoft Office 365 flags approvals, checks project IDs, and stores each folder link.
Shared drive
Microsoft Office 365 checks the shared parent and creates project folders there.

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Chatwork

Used as:

Team chat app
Chatwork messages requesters and alerts the coordinator when a handoff stops.

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Basecamp

Used as:

Shared drive
Basecamp checks the shared parent and creates project folders there.

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Connecteam

Used as:

Shared drive
Connecteam checks the shared parent and creates project folders there.

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Box

Used as:

Shared drive
Box checks the shared parent and creates project folders there.

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Made for your industry

Create Project Folders is made for businesses in these industries.

Advertising and Marketing
Create a shared folder for each approved client project and send its link.
Show all Agents for the Advertising and Marketing industry
IT Services
Create a folder for each approved client project and message its location.
Show all Agents for the IT Services industry
Consulting
Give each approved client engagement a linked shared folder by project ID.
Show all Agents for the Consulting industry
Construction
Create each approved job's folder by project ID and share its link.
Show all Agents for the Construction industry
Graphic Design
Set up each approved design project's folder and tell the requester where it is.
Show all Agents for the Graphic Design industry
Video Production
Create the approved production's project folder and share its link.
Show all Agents for the Video Production industry
Architecture and Engineering
Set up each approved design project's folder by ID and share its link.
Show all Agents for the Architecture and Engineering industry

Made for your role

Create Project Folders is made for people in these roles.

Project Coordinator
Create the approved project's folder and send its link to the requester.
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Project Manager
Link each approved project to its shared folder without duplicating one.
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Document Controller
Create project folders by ID and flag duplicates before files are added.
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Operations Coordinator
Create shared folders from approved project rows and message requesters.
Show all Agents for the Operations Coordinator role

Made for your department

Create Project Folders is made for people in these departments.

Project Management
Create approved project folders by ID and share their links with requesters.
Show all Agents for the Project Management department
Operations
Turn approved work register rows into linked project folders.
Show all Agents for the Operations department
Document Control
Create folders by project ID so approved work starts in the right place.
Show all Agents for the Document Control department

How Create Project Folders works

5 steps, in order, on every run.

Read the approved projectRead the project row when its status changes to Approved. Get the ID, name, requester, and any saved folder link.
Check for an existing folderCompare the project ID with other rows and folders under your chosen parent. Stop creation and report a missing detail or conflict.
Create the project folderMake a folder under your shared parent using your ID and name pattern. Get its opening link.
Save the folder linkAdd the new folder link to the project row. Alert your chosen coordinator if the update fails.
Message the requesterSend the requester the folder name and link. Explain a missing ID, duplicate, or existing folder when creation stops.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, Google Drive or ClickUp.

15 tools

Set your rules

Choose the work register table and its approval status, project ID, project name, requester chat ID, and folder link fields.
Choose the shared parent folder where approved project folders belong and make sure requesters can open folders there.
Choose a project coordinator chat recipient for cases where the requester is missing or cannot be reached.
Set the project folder naming pattern, including the project ID and any required project name formatting.

Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Create Project Folders:

What do I need to choose before it runs?

Choose your work register fields, shared parent, and folder naming pattern. Add a coordinator chat recipient for problems that stop the handoff.

What happens if the project ID already has a folder?

The Agent leaves that folder alone and tells the requester it needs review. The same applies if the project row already has a folder link.

What if the project ID or requester details are missing?

A missing ID stops folder creation, and the requester hears what to fix. If the project name or requester chat ID is missing, your chosen coordinator gets the specific gap.

Who hears about a failed folder or row update?

Your chosen project coordinator gets the specific failure in chat, so they can finish the handoff.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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