Create call records from forms for project triage

Your call intake forms land unstructured in the project database, causing confusion and delayed handoffs. It creates structured call records so coordinators can triage and schedule follow-ups same day.

Overview

Unstructured call notes force coordinators to chase context and delay follow-ups; project managers need consistent intake to keep schedules on track. This flow turns each form reply into a structured project record so coordinators can triage and schedule next steps same day.