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Helper I
Helper I

I know automate can handle my needs but not sure how (create folder and subfolder based on event and update list)

Hi everyone,

 

I am looking for a way to automate leads.

At the moment we are creating a folder with date of reception of the enquiry and all documents in subfolders of that new folder and we track "dealflow" with an excel sheet (which are not connected).

 

Creating a folder and subfolder seems easily done but then i looked at https://www.youtube.com/watch?v=3pTMXx_ZFgY.

I thought maybe a list to show our dealflow linked with automate to a document library might handle our whole "process (or maybe only a document library with a flow to create folder and track "dealflow" in that library.

 

Curious to have insight on this.


Not sure it is the perfect place to ask this but because it concerns automate I posted it here.

 

Have a good day

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