See a step by step example here.
This Zap requires that you have folders for each client's email address that exactly match the client's email address in Copilot.
If your don't already have folders based on client email addresses, replace the last 2 Zapier steps in the guide above with the steps listed here to create new folders.
This Zap has some steps that will error due to sample data, but if you follow this guide, you can test your Zap to see that it will run after publishing.
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