Add AI org tier and notes to placement records
Add AI org tier and notes to placement records
Unclassified placement records stop project managers prioritizing partner follow-ups. It tags records with an AI tier and short reasoning so teams act on priority placements same day.
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Overview
When placement rows lack organization context, project managers spend hours researching partners and miss urgent follow-ups; this flow annotates updated records with an AI-derived tier and short reasoning. That lets teams triage and action high-priority placements the same day, reducing manual lookup work.